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

Avior 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
2025
Q2 		– Sell
-4,600
Closed -$228K – 703
2025
Q1 		$228K Buy
+4,600
New +$229K 0.01% 620

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M 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 $445B AUM 25.58% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Avior Wealth Management's CSHI Position: Q2 2025 in Review

Avior Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2025, closing a stake of 4,600 shares — an estimated $228K sold.

Avior Wealth Management first reported a position in CSHI in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 94 funds tracked by Wall St. Rank hold CSHI as of Q2 2025.

  • Avior Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,600 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $228K.
  • Avior Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and held it in 1 quarter.
  • Avior Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $228K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.