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Capital Analysts LLC’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Capital Analysts LLC’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 		$28K Buy
559
+1
+0.2% +$50 ﹤0.01% 1051
2025
Q4 		$28K Sell
558
-9
-2% -$448 ﹤0.01% 1034
2025
Q3 		$28K Buy
567
+22
+4% +$1.09K ﹤0.01% 997
2025
Q2 		$27K Buy
+545
New +$27.1K ﹤0.01% 935

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M 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 $377B 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 $6.13B 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

Capital Analysts LLC's CSHI Position: Q1 2026 in Review

Capital Analysts LLC increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 0.18% in Q1 2026, buying an estimated $50 and bringing the position to 559 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Capital Analysts LLC first reported a position in CSHI in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Capital Analysts LLC held 559 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $28K as of Q1 2026.
  • Capital Analysts LLC bought 1 NEOS Enhanced Income 1-3 Month T-Bill ETF share in Q1 2026, an estimated $50.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1051 holding.
  • Capital Analysts LLC first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.