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 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Bulwark Capital's SPHD Position: Q2 2026 in Review

Bulwark Capital held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 32 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Bulwark Capital first reported a position in SPHD in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Bulwark Capital held 32 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.63K as of Q2 2026.
Bulwark Capital left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Bulwark Capital's portfolio in Q2 2026, its #102 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 5 quarters since.
164 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

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