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

Allworth Financial’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	$447K	Sell	8,983 -2,019	-18%	-$101K	﹤0.01%	1029
2026 Q1	$548K	Buy	11,002 +29	+0.3%	+$1.44K	﹤0.01%	918
2025 Q4	$546K	Sell	10,973 -591	-5%	-$29.4K	﹤0.01%	898
2025 Q3	$575K	Sell	11,564 -69	-0.6%	-$3.44K	﹤0.01%	841
2025 Q2	$579K	Buy	11,633 +323	+3%	+$16K	﹤0.01%	797
2025 Q1	$560K	Buy	11,310 +1,003	+10%	+$50K	﹤0.01%	659
2024 Q4	$513K	Buy	+10,307	New	+$514K	﹤0.01%	684

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 $510M AUM 21.97% 1-Year Est. Return

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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Allworth Financial's CSHI Position: Q2 2026 in Review

Allworth Financial reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 18% in Q2 2026, selling an estimated $101K and leaving 8,983 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Allworth Financial first reported a position in CSHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q2 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Allworth Financial held 8,983 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $447K as of Q2 2026.
Allworth Financial sold 2,019 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $101K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1029 holding.
Allworth Financial 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.
Allworth Financial's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $579K in Q2 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.