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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Atticus Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 28% in Q2 2026, buying an estimated $4.76M and bringing the position to 432,170 shares worth $21.5M. The position accounts for 5.12% of the portfolio, ranked #4.

Atticus Wealth Management first reported a position in CSHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.7M in Q2 2024. 48 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Atticus Wealth Management held 432,170 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $21.5M as of Q2 2026.
  • Atticus Wealth Management bought 95,583 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.76M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 5.12% of Atticus Wealth Management's portfolio in Q2 2026, its #4 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 12 quarters since.
  • Atticus Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $33.7M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.