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

Axxcess 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	$527K	Buy	+10,597	New	+$527K	0.02%	554
2024 Q3	–	Sell	-59,751	Closed	-$2.97M	–	896
2024 Q2	$2.97M	Sell	59,751 -60,040	-50%	-$2.99M	0.08%	191
2024 Q1	$5.97M	Buy	119,791 +47,439	+66%	+$2.37M	0.16%	115
2023 Q4	$3.61M	Sell	72,352 -36,550	-34%	-$1.83M	0.1%	160
2023 Q3	$5.43M	Buy	108,902 +35,300	+48%	+$1.77M	0.19%	102
2023 Q2	$3.69M	Buy	+73,602	New	+$3.69M	0.27%	83

Other funds holding CSHI

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2026: 10,597 shares worth $527K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CSHI as recently as Q2 2024.

Axxcess Wealth Management first reported a position in CSHI in Q2 2023 and has held it in 6 quarters since. The position peaked at $5.97M in Q1 2024. 57 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Axxcess Wealth Management held 10,597 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $527K as of Q3 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Axxcess Wealth Management position in Q3 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #554 holding.
Axxcess Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and has held it in 6 quarters since.
Axxcess Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $5.97M in Q1 2024.
57 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.