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Csenge Advisory Group’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Csenge Advisory Group’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,110
Closed -$122K – 686
2023
Q3 		$122K Sell
10,110
-6,579
-39% -$79.6K 0.01% 607
2023
Q2 		$197K Sell
16,689
-1,204
-7% -$14K 0.01% 617
2023
Q1 		$211K Sell
17,893
-779
-4% -$9.68K 0.02% 545
2022
Q4 		$224K Buy
18,672
+4,129
+28% +$50.4K 0.02% 541
2022
Q3 		$167K Buy
14,543
+1,218
+9% +$15.7K 0.01% 573
2022
Q2 		$165K Buy
+13,325
New +$180K 0.01% 549

Other funds holding HIPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Csenge Advisory Group's HIPS Position: Q4 2023 in Review

Csenge Advisory Group sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q4 2023, closing a stake of 10,110 shares — an estimated $122K sold.

Csenge Advisory Group first reported a position in HIPS in Q2 2022 and held it in 6 quarters. The position peaked at $224K in Q4 2022. 21 funds tracked by Wall St. Rank hold HIPS as of Q4 2023.

  • Csenge Advisory Group reported no remaining GraniteShares HIPS US High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 10,110 GraniteShares HIPS US High Income ETF shares in Q4 2023, an estimated $122K.
  • Csenge Advisory Group first reported a position in GraniteShares HIPS US High Income ETF in Q2 2022 and held it in 6 quarters.
  • Csenge Advisory Group's GraniteShares HIPS US High Income ETF position peaked at $224K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.