BC
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Bulwark Capital’s InvenTrust Properties IVT Stock Holding History

Bulwark Capital’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.9K Hold
2,088
– – 0.04% 68
2026
Q1 		$63.6K Hold
2,088
– – 0.04% 68
2025
Q4 		$58.9K Hold
2,088
– – 0.04% 64
2025
Q3 		$59.8K Hold
2,088
– – 0.05% 66
2025
Q2 		$57.2K Buy
+2,088
New +$58K 0.05% 61

Other funds holding IVT

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bulwark Capital's IVT Position: Q2 2026 in Review

Bulwark Capital held its InvenTrust Properties (IVT) position steady in Q2 2026 at 2,088 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #68.

Bulwark Capital first reported a position in IVT in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Bulwark Capital held 2,088 shares of InvenTrust Properties worth $73.9K as of Q2 2026.
  • Bulwark Capital left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up 0.04% of Bulwark Capital's portfolio in Q2 2026, its #68 holding.
  • Bulwark Capital first reported a position in InvenTrust Properties in Q2 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.