Advisor OS’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Advisor OS’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	$316K	Buy	+6,352	New	+$316K	0.02%	417

Other funds holding CSHI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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 Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Advisor OS's CSHI Position: Q3 2026 in Review

Advisor OS opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2026: 6,352 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings.

84 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Advisor OS held 6,352 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $316K as of Q3 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Advisor OS position in Q3 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Advisor OS's portfolio in Q3 2026, its #417 holding.
84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.