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

Belpointe Asset 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	$1.6M	Buy	32,199 +8,520	+36%	+$424K	0.05%	333
2026 Q1	$1.18M	Buy	23,679 +1,935	+9%	+$96.1K	0.04%	398
2025 Q4	$1.08M	Buy	21,744 +4,433	+26%	+$221K	0.04%	400
2025 Q3	$861K	Sell	17,311 -80	-0.5%	-$3.98K	0.03%	461
2025 Q2	$865K	Sell	17,391 -1,902	-10%	-$94.5K	0.04%	403
2025 Q1	$958K	Buy	19,293 +4,333	+29%	+$216K	0.05%	344
2024 Q4	$745K	Sell	14,960 -681	-4%	-$34K	0.04%	405
2024 Q3	$779K	Buy	15,641 +701	+5%	+$34.9K	0.05%	371
2024 Q2	$743K	Buy	+14,940	New	+$745K	0.05%	351

Other funds holding CSHI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Belpointe Asset Management's CSHI Position: Q2 2026 in Review

Belpointe Asset Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 36% in Q2 2026, buying an estimated $424K and bringing the position to 32,199 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #333.

Belpointe Asset Management first reported a position in CSHI in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Belpointe Asset Management held 32,199 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.6M as of Q2 2026.
Belpointe Asset Management bought 8,520 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $424K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #333 holding.
Belpointe Asset Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.