Able Wealth Management
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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
Q3 		$5.5M Sell
110,574
-50,696
-31% -$2.52M 1.21% 24
2026
Q2 		$8.03M Sell
161,270
-18,109
-10% -$902K 1.84% 13
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

Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Able Wealth Management's CSHI Position: Q3 2026 in Review

Able Wealth Management reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 31% in Q3 2026, selling an estimated $2.52M and leaving 110,574 shares worth $5.5M. The position accounts for 1.21% of the portfolio, ranked #24.

Able Wealth Management first reported a position in CSHI in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.93M in Q1 2026. 45 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Able Wealth Management held 110,574 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $5.5M as of Q3 2026.
  • Able Wealth Management sold 50,696 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $2.52M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 1.21% of Able Wealth Management's portfolio in Q3 2026, its #24 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 6 quarters since.
  • Able Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $8.93M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.