IFP Advisors’s CSP Inc CSPI Stock Holding History

IFP Advisors’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 Q3	$38	Hold	5	–	–	﹤0.01%	5087
2026 Q2	$40	Buy	5 +4	+400%	+$37	﹤0.01%	5037
2026 Q1	$9	Buy	+1	New	+$10	﹤0.01%	4968

Other funds holding CSPI

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's CSPI Position: Q3 2026 in Review

IFP Advisors held its CSP Inc (CSPI) position steady in Q3 2026 at 5 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #5087.

IFP Advisors first reported a position in CSPI in Q1 2026 and has held it in 3 quarters since. The position peaked at $40 in Q2 2026. 2 funds tracked by Wall St. Rank hold CSPI as of Q3 2026.

IFP Advisors held 5 shares of CSP Inc worth $38 as of Q3 2026.
IFP Advisors left its CSP Inc share count unchanged in Q3 2026.
CSP Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5087 holding.
IFP Advisors first reported a position in CSP Inc in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's CSP Inc position peaked at $40 in Q2 2026.
2 funds tracked by Wall St. Rank held CSP Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.