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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
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

RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return