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Bradley & Co Private Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Bradley & Co Private 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
2023
Q4 		– Sell
-1
Closed -$50 – 200
2023
Q3 		$50 Hold
1
– – ﹤0.01% 180
2023
Q2 		$50 Buy
+1
New +$50 ﹤0.01% 179

Other funds holding CSHI

AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bradley & Co Private Wealth Management's CSHI Position: Q4 2023 in Review

Bradley & Co Private Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q4 2023, closing a stake of 1 share — an estimated $50 sold.

Bradley & Co Private Wealth Management first reported a position in CSHI in Q2 2023 and held it in 2 quarters. The position peaked at $50 in Q3 2023. 50 funds tracked by Wall St. Rank hold CSHI as of Q4 2023.

  • Bradley & Co Private Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1 NEOS Enhanced Income 1-3 Month T-Bill ETF share in Q4 2023, an estimated $50.
  • Bradley & Co Private Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $50 in Q3 2023.
  • 50 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q4 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.