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

Able 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
Q1 		$8.93M Buy
179,379
+50,134
+39% +$2.49M 2.39% 11
2025
Q4 		$6.43M Buy
129,245
+15,037
+13% +$748K 2.03% 16
2025
Q3 		$5.68M Buy
114,208
+96,494
+545% +$4.8M 2.13% 18
2025
Q2 		$881K Buy
+17,714
New +$880K 0.44% 46

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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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 $3.23B AUM 15.3% 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 $866M AUM 15.25% 1-Year Est. Return

Able Wealth Management's CSHI Position: Q1 2026 in Review

Able Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 39% in Q1 2026, buying an estimated $2.49M and bringing the position to 179,379 shares worth $8.93M. The position accounts for 2.39% of the portfolio, ranked #11.

Able Wealth Management first reported a position in CSHI in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Able Wealth Management held 179,379 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.93M as of Q1 2026.
  • Able Wealth Management bought 50,134 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.49M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 2.39% of Able Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Able Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.