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

Atomi Financial Group’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	$7.42M	Sell	149,064 -22,866	-13%	-$1.14M	0.19%	104
2026 Q1	$8.56M	Buy	171,930 +14,614	+9%	+$726K	0.26%	74
2025 Q4	$7.82M	Sell	157,316 -2,102	-1%	-$105K	0.23%	81
2025 Q3	$7.93M	Buy	159,418 +16,895	+12%	+$841K	0.26%	74
2025 Q2	$7.09M	Buy	142,523 +28,775	+25%	+$1.43M	0.27%	67
2025 Q1	$5.65M	Buy	113,748 +11,694	+11%	+$582K	0.26%	78
2024 Q4	$5.08M	Buy	102,054 +9,074	+10%	+$453K	0.26%	78
2024 Q3	$4.63M	Buy	92,980 +14,699	+19%	+$733K	0.29%	70
2024 Q2	$3.9M	Buy	78,281 +8,021	+11%	+$400K	0.29%	72
2024 Q1	$3.5M	Buy	70,260 +23,099	+49%	+$1.15M	0.32%	72
2023 Q4	$2.35M	Buy	47,161 +14,600	+45%	+$730K	0.33%	63
2023 Q3	$1.62M	Buy	32,561 +3,400	+12%	+$170K	0.54%	48
2023 Q2	$1.46M	Sell	29,161 -28,122	-49%	-$1.41M	0.67%	27
2023 Q1	$2.87M	Buy	+57,283	New	+$2.87M	1.6%	10

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

Atomi Financial Group's CSHI Position: Q2 2026 in Review

Atomi Financial Group reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 13% in Q2 2026, selling an estimated $1.14M and leaving 149,064 shares worth $7.42M. The position accounts for 0.19% of the portfolio, ranked #104.

Atomi Financial Group first reported a position in CSHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.56M in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Atomi Financial Group held 149,064 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $7.42M as of Q2 2026.
Atomi Financial Group sold 22,866 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.14M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.19% of Atomi Financial Group's portfolio in Q2 2026, its #104 holding.
Atomi Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $8.56M in Q1 2026.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.