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

AE 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 		$3.64K Hold
73
– – ﹤0.01% 2507
2026
Q1 		$3.63K Hold
73
– – ﹤0.01% 2420
2025
Q4 		$3.63K Sell
73
-7
-9% -$348 ﹤0.01% 2277
2025
Q3 		$3.98K Hold
80
– – ﹤0.01% 2107
2025
Q2 		$3.98K Buy
80
+7
+10% +$348 ﹤0.01% 1979
2025
Q1 		$3.62K Sell
73
-201
-73% -$10K ﹤0.01% 1974
2024
Q4 		$13.7K Buy
+274
New +$13.7K ﹤0.01% 1796

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
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 $506M AUM 14.83% 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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

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

AE Wealth Management held its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) position steady in Q2 2026 at 73 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

AE Wealth Management first reported a position in CSHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7K in Q4 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • AE Wealth Management held 73 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $3.64K as of Q2 2026.
  • AE Wealth Management left its NEOS Enhanced Income 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2507 holding.
  • AE Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $13.7K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.