CWP
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Curated Wealth Partners’s CSP Inc CSPI Stock Holding History

Curated Wealth Partners’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5K Buy
+15,000
New +$137K ﹤0.01% 804

Other funds holding CSPI

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's CSPI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CSP Inc (CSPI) in Q2 2026: 15,000 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

5 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

  • Curated Wealth Partners held 15,000 shares of CSP Inc worth $15.5K as of Q2 2026.
  • CSP Inc was a new Curated Wealth Partners position in Q2 2026.
  • CSP Inc made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #804 holding.
  • 5 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.