Csenge Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24,331	Closed	-$1.71M	–	763
2025 Q2	$1.71M	Sell	24,331 -20	-0.1%	-$1.35K	0.09%	183
2025 Q1	$1.53M	Buy	24,351 +9,947	+69%	+$681K	0.09%	186
2024 Q4	$966K	Sell	14,404 -819	-5%	-$55.5K	0.05%	276
2024 Q3	$1.03M	Buy	+15,223	New	+$989K	0.05%	266
2023 Q3	–	Sell	-4,105	Closed	-$207K	–	695
2023 Q2	$207K	Sell	4,105 -351	-8%	-$16.9K	0.01%	601
2023 Q1	$211K	Buy	+4,456	New	+$204K	0.02%	546
2022 Q2	–	Sell	-18,936	Closed	-$945K	–	668
2022 Q1	$945K	Buy	+18,936	New	+$954K	0.07%	228

Other funds holding SPHQ

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Csenge Advisory Group's SPHQ Position: Q3 2025 in Review

Csenge Advisory Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 24,331 shares — an estimated $1.71M sold.

Csenge Advisory Group first reported a position in SPHQ in Q1 2022 and held it in 7 quarters. The position peaked at $1.71M in Q2 2025. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Csenge Advisory Group reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 24,331 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $1.71M.
Csenge Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and held it in 7 quarters.
Csenge Advisory Group's Invesco S&P 500 Quality ETF position peaked at $1.71M in Q2 2025.
676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.