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 Q2	$40	Buy	5 +4	+400%	+$37	﹤0.01%	5037
2026 Q1	$9	Buy	+1	New	+$10	﹤0.01%	4968

Other funds holding CSPI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's CSPI Position: Q2 2026 in Review

IFP Advisors increased its CSP Inc (CSPI) stake by 400% in Q2 2026, buying an estimated $37 and bringing the position to 5 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #5037.

IFP Advisors first reported a position in CSPI in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

IFP Advisors held 5 shares of CSP Inc worth $40 as of Q2 2026.
IFP Advisors bought 4 CSP Inc shares in Q2 2026, an estimated $37.
CSP Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5037 holding.
IFP Advisors first reported a position in CSP Inc in Q1 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.