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

Brown Financial Advisors’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 		$843K Buy
16,934
+147
+0.9% +$7.32K 0.29% 89
2026
Q1 		$836K Sell
16,787
-711
-4% -$35.3K 0.32% 86
2025
Q4 		$870K Sell
17,498
-419
-2% -$20.9K 0.32% 94
2025
Q3 		$891K Buy
17,917
+952
+6% +$47.4K 0.33% 90
2025
Q2 		$844K Sell
16,965
-433
-2% -$21.5K 0.33% 93
2025
Q1 		$863K Sell
17,398
-5,463
-24% -$272K 0.36% 90
2024
Q4 		$1.14M Sell
22,861
-521
-2% -$26K 0.46% 68
2024
Q3 		$1.16M Buy
23,382
+1,024
+5% +$51K 0.48% 67
2024
Q2 		$1.11M Buy
+22,358
New +$1.11M 0.5% 68

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
UBS Group
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
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

Brown Financial Advisors's CSHI Position: Q2 2026 in Review

Brown Financial Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 0.88% in Q2 2026, buying an estimated $7.32K and bringing the position to 16,934 shares worth $843K. The position accounts for 0.29% of the portfolio, ranked #89.

Brown Financial Advisors first reported a position in CSHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Brown Financial Advisors held 16,934 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $843K as of Q2 2026.
  • Brown Financial Advisors bought 147 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.32K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.29% of Brown Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • Brown Financial Advisors 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.
  • Brown Financial Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.16M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.