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

Bright Futures 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 Q2	$2.36M	Buy	47,423 +10,001	+27%	+$498K	1.53%	11
2026 Q1	$1.86M	Sell	37,422 -34,656	-48%	-$1.72M	1.28%	18
2025 Q4	$3.58M	Buy	72,078 +4,226	+6%	+$210K	2.65%	2
2025 Q3	$3.37M	Buy	+67,852	New	+$3.38M	2.64%	4
2025 Q1	$686K	Buy	13,849 +7,483	+118%	+$373K	0.75%	46
2024 Q4	$317K	Buy	+6,366	New	+$318K	0.28%	91

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Bright Futures Wealth Management's CSHI Position: Q2 2026 in Review

Bright Futures Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 27% in Q2 2026, buying an estimated $498K and bringing the position to 47,423 shares worth $2.36M. The position accounts for 1.53% of the portfolio, ranked #11.

Bright Futures Wealth Management first reported a position in CSHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.58M in Q4 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Bright Futures Wealth Management held 47,423 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.36M as of Q2 2026.
Bright Futures Wealth Management bought 10,001 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $498K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 1.53% of Bright Futures Wealth Management's portfolio in Q2 2026, its #11 holding.
Bright Futures Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
Bright Futures Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $3.58M in Q4 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.