49 Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

49 Wealth Management’s Portfolio CSHI Stock Details CSHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Buy	+36,633	New	+$1.82M	0.35%	57

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

49 Wealth Management's CSHI Position: Q2 2026 in Review

49 Wealth Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 36,633 shares worth $1.82M. The stake represents 0.35% of the portfolio and ranks #57 among its holdings.

127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

49 Wealth Management held 36,633 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.82M as of Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF was a new 49 Wealth Management position in Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.35% of 49 Wealth Management's portfolio in Q2 2026, its #57 holding.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.