Cambridge Investment Research Advisors
CSHI icon

Cambridge Investment Research Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Cambridge Investment Research 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
Q1 		$518K Sell
10,409
-4,490
-30% -$223K ﹤0.01% 2776
2025
Q4 		$741K Buy
+14,899
New +$742K ﹤0.01% 2365
2025
Q2 		– Sell
-20,364
Closed -$1.01M – 3649
2025
Q1 		$1.01M Buy
+20,364
New +$1.01M ﹤0.01% 1864
2024
Q3 		– Sell
-4,461
Closed -$222K – 3432
2024
Q2 		$222K Sell
4,461
-68
-2% -$3.39K ﹤0.01% 2948
2024
Q1 		$226K Sell
4,529
-70,825
-94% -$3.54M ﹤0.01% 2930
2023
Q4 		$3.76M Buy
75,354
+52,000
+223% +$2.6M 0.02% 846
2023
Q3 		$1.17M Buy
+23,354
New +$1.17M 0.01% 1465

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return