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

Atticus 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 Q3	$49.5M	Buy	996,067 +563,897	+130%	+$28M	10.96%	2
2026 Q2	$21.5M	Buy	432,170 +95,583	+28%	+$4.76M	5.12%	4
2026 Q1	$16.8M	Sell	336,587 -44,120	-12%	-$2.19M	4.54%	3
2025 Q4	$18.9M	Buy	380,707 +2,553	+0.7%	+$127K	4.68%	3
2025 Q3	$18.8M	Buy	378,154 +42,098	+13%	+$2.1M	4.75%	3
2025 Q2	$16.7M	Sell	336,056 -39,375	-10%	-$1.96M	4.51%	3
2025 Q1	$18.6M	Sell	375,431 -24,316	-6%	-$1.21M	6.08%	2
2024 Q4	$19.9M	Sell	399,747 -304	-0.1%	-$15.2K	6.19%	3
2024 Q3	$19.9M	Sell	400,051 -277,486	-41%	-$13.8M	6.4%	3
2024 Q2	$33.7M	Buy	677,537 +86,692	+15%	+$4.32M	11.02%	2
2024 Q1	$29.4M	Buy	590,845 +64,550	+12%	+$3.22M	9.62%	2
2023 Q4	$26.3M	Buy	526,295 +522,635	+14,280%	+$26.1M	9.27%	2
2023 Q3	$183K	Buy	+3,660	New	+$183K	0.07%	134

Other funds holding CSHI

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

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Atticus Wealth Management's CSHI Position: Q3 2026 in Review

Atticus Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 130% in Q3 2026, buying an estimated $28M and bringing the position to 996,067 shares worth $49.5M. The position accounts for 10.96% of the portfolio, ranked #2.

Atticus Wealth Management first reported a position in CSHI in Q3 2023 and has held it in 13 quarters since. 57 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Atticus Wealth Management held 996,067 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $49.5M as of Q3 2026.
Atticus Wealth Management bought 563,897 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $28M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 10.96% of Atticus Wealth Management's portfolio in Q3 2026, its #2 holding.
Atticus Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and has held it in 13 quarters since.
57 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.