Csenge Advisory Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.92M	Buy	38,047 +2,580	+7%	+$360K	0.24%	80
2026 Q1	$4.11M	Buy	+35,467	New	+$4.29M	0.19%	105
2024 Q3	–	Sell	-20,022	Closed	-$1.69M	–	752
2024 Q2	$1.69M	Sell	20,022 -838	-4%	-$70.2K	0.1%	159
2024 Q1	$1.83M	Buy	+20,860	New	+$1.73M	0.1%	156
2019 Q2	–	Sell	-12,127	Closed	-$504K	–	217
2019 Q1	$504K	Buy	+12,127	New	+$485K	0.17%	100
2018 Q2	–	Sell	-18,334	Closed	-$779K	–	305
2018 Q1	$779K	Sell	18,334 -25,730	-58%	-$1.13M	0.27%	92
2017 Q4	$1.87M	Buy	+44,064	New	+$1.8M	0.67%	29

Other funds holding SPHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Csenge Advisory Group's SPHB Position: Q2 2026 in Review

Csenge Advisory Group increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 7.3% in Q2 2026, buying an estimated $360K and bringing the position to 38,047 shares worth $5.92M. The position accounts for 0.24% of the portfolio, ranked #80.

Csenge Advisory Group first reported a position in SPHB in Q4 2017 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Csenge Advisory Group held 38,047 shares of Invesco S&P 500 High Beta ETF worth $5.92M as of Q2 2026.
Csenge Advisory Group bought 2,580 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $360K.
Invesco S&P 500 High Beta ETF made up 0.24% of Csenge Advisory Group's portfolio in Q2 2026, its #80 holding.
Csenge Advisory Group first reported a position in Invesco S&P 500 High Beta ETF in Q4 2017 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.