Bank of Montreal
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Bank of Montreal’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-8,529
Closed -$428K – 3871
2023
Q2 		$428K Buy
+8,529
New +$428K ﹤0.01% 2694

Other funds holding CSHI

PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's CSHI Position: Q3 2023 in Review

Bank of Montreal sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2023, closing a stake of 8,529 shares — an estimated $428K sold.

Bank of Montreal first reported a position in CSHI in Q2 2023 and held it in 1 quarter. The position peaked at $428K in Q2 2023. 33 funds tracked by Wall St. Rank hold CSHI as of Q3 2023.

  • Bank of Montreal reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 8,529 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $428K.
  • Bank of Montreal first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $428K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.