Csenge Advisory Group’s Renaissance IPO ETF IPO Stock Holding History

Csenge Advisory Group’s Portfolio IPO Stock Details IPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,397	Closed	-$238K	–	623
2022 Q1	$238K	Sell	5,397 -3,633	-40%	-$165K	0.02%	556
2021 Q4	$588K	Sell	9,030 -42	-0.5%	-$2.67K	0.05%	307
2021 Q3	$581K	Buy	9,072 +42	+0.5%	+$2.74K	0.05%	331
2021 Q2	$588K	Sell	9,030 -4,300	-32%	-$267K	0.05%	308
2021 Q1	$858K	Buy	+13,330	New	+$900K	0.09%	180

Other funds holding IPO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Csenge Advisory Group's IPO Position: Q2 2022 in Review

Csenge Advisory Group sold out of Renaissance IPO ETF (IPO) in Q2 2022, closing a stake of 5,397 shares — an estimated $238K sold.

Csenge Advisory Group first reported a position in IPO in Q1 2021 and held it in 5 quarters. The position peaked at $858K in Q1 2021. 84 funds tracked by Wall St. Rank hold IPO as of Q2 2022.

Csenge Advisory Group reported no remaining Renaissance IPO ETF position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 5,397 Renaissance IPO ETF shares in Q2 2022, an estimated $238K.
Csenge Advisory Group first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 5 quarters.
Csenge Advisory Group's Renaissance IPO ETF position peaked at $858K in Q1 2021.
84 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.