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Berger Financial Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Berger Financial Group’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 		$514K Buy
10,318
+1,238
+14% +$61.7K 0.03% 296
2026
Q1 		$452K Sell
9,080
-635
-7% -$31.5K 0.03% 304
2025
Q4 		$483K Buy
9,715
+1,393
+17% +$69.3K 0.03% 299
2025
Q3 		$414K Buy
8,322
+4,258
+105% +$212K 0.02% 306
2025
Q2 		$202K Buy
+4,064
New +$202K 0.01% 409

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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

Berger Financial Group's CSHI Position: Q2 2026 in Review

Berger Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 14% in Q2 2026, buying an estimated $61.7K and bringing the position to 10,318 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #296.

Berger Financial Group first reported a position in CSHI in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Berger Financial Group held 10,318 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $514K as of Q2 2026.
  • Berger Financial Group bought 1,238 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $61.7K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #296 holding.
  • Berger Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.