IMA Advisory Services’s CSG Systems International CSGS Stock Holding History

IMA Advisory Services’s Portfolio CSGS Stock Details CSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-55	Closed	-$4.42K	–	1398
2026 Q1	$4.42K	Sell	55 -2	-4%	-$159	﹤0.01%	433
2025 Q4	$4.39K	Buy	+57	New	+$4.21K	﹤0.01%	462

Other funds holding CSGS

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IMA Advisory Services's CSGS Position: Q2 2026 in Review

IMA Advisory Services sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 55 shares — an estimated $4.42K sold.

IMA Advisory Services first reported a position in CSGS in Q4 2025 and held it in 2 quarters. The position peaked at $4.42K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

IMA Advisory Services reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 55 CSG Systems International shares in Q2 2026, an estimated $4.42K.
IMA Advisory Services first reported a position in CSG Systems International in Q4 2025 and held it in 2 quarters.
IMA Advisory Services's CSG Systems International position peaked at $4.42K in Q1 2026.
3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.