Wealth Enhancement Advisory Services
CSGS

Wealth Enhancement Advisory Services’s CSG Systems International CSGS Stock Holding History

Wealth Enhancement 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
-12,743
Closed -$244K – 4157
2026
Q1 		$244K Buy
12,743
+9,297
+270% +$740K ﹤0.01% 2974
2025
Q4 		$266K Sell
3,446
-1,008
-23% -$74.4K ﹤0.01% 3021
2025
Q3 		$284K Buy
4,454
+279
+7% +$17.8K ﹤0.01% 2849
2025
Q2 		$276K Buy
+4,175
New +$260K ﹤0.01% 2714

Other funds holding CSGS

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 12,743 shares — an estimated $244K sold.

Wealth Enhancement Advisory Services first reported a position in CSGS in Q2 2025 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,743 CSG Systems International shares in Q2 2026, an estimated $244K.
  • Wealth Enhancement Advisory Services first reported a position in CSG Systems International in Q2 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's CSG Systems International position peaked at $284K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.