Csenge Advisory Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Csenge Advisory Group’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
2020 Q2	–	Sell	-9,342	Closed	-$280K	–	415
2020 Q1	$280K	Hold	9,342	–	–	0.07%	224
2019 Q4	$411K	Sell	9,342 -587	-6%	-$25.2K	0.1%	182
2019 Q3	$423K	Sell	9,929 -161	-2%	-$6.72K	0.12%	166
2019 Q2	$425K	Sell	10,090 -1,470	-13%	-$61.8K	0.14%	110
2019 Q1	$490K	Buy	+11,560	New	+$477K	0.17%	102

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Csenge Advisory Group's SPHD Position: Q2 2020 in Review

Csenge Advisory Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 9,342 shares — an estimated $280K sold.

Csenge Advisory Group first reported a position in SPHD in Q1 2019 and held it in 5 quarters. The position peaked at $490K in Q1 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

Csenge Advisory Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Csenge Advisory Group sold 9,342 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $280K.
Csenge Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and held it in 5 quarters.
Csenge Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $490K in Q1 2019.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Csenge Advisory Group's 13F filing for Q2 2020, filed 17 Jul 2020.