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A4 Wealth Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

A4 Wealth Advisors’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
Q1 		– Sell
-4,037
Closed -$201K – 112
2025
Q4 		$201K Sell
4,037
-2,620
-39% -$130K 0.17% 130
2025
Q3 		$331K Buy
+6,657
New +$331K 0.28% 97

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

A4 Wealth Advisors's CSHI Position: Q1 2026 in Review

A4 Wealth Advisors sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2026, closing a stake of 4,037 shares — an estimated $201K sold.

A4 Wealth Advisors first reported a position in CSHI in Q3 2025 and held it in 2 quarters. The position peaked at $331K in Q3 2025. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • A4 Wealth Advisors reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 4,037 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $201K.
  • A4 Wealth Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $331K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.