Bulwark Capital’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bulwark Capital’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54K	Hold	32	–	–	﹤0.01%	103
2026 Q2	$1.63K	Hold	32	–	–	﹤0.01%	102
2026 Q1	$1.59K	Hold	32	–	–	﹤0.01%	97
2025 Q4	$1.54K	Hold	32	–	–	﹤0.01%	95
2025 Q3	$1.58K	Hold	32	–	–	﹤0.01%	99
2025 Q2	$1.52K	Buy	+32	New	+$1.51K	﹤0.01%	93

Other funds holding SPHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bulwark Capital's SPHD Position: Q3 2026 in Review

Bulwark Capital held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 32 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Bulwark Capital first reported a position in SPHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.63K in Q2 2026. 301 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Bulwark Capital held 32 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.54K as of Q3 2026.
Bulwark Capital left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Bulwark Capital's portfolio in Q3 2026, its #103 holding.
Bulwark Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.63K in Q2 2026.
301 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.