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 Q2	$27K	Sell	543 -16	-3%	-$797	﹤0.01%	1098
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

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

Capital Analysts LLC's CSHI Position: Q2 2026 in Review

Capital Analysts LLC reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 2.9% in Q2 2026, selling an estimated $797 and leaving 543 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Capital Analysts LLC first reported a position in CSHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $28K in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Capital Analysts LLC held 543 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $27K as of Q2 2026.
Capital Analysts LLC sold 16 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $797.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1098 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 5 quarters since.
Capital Analysts LLC's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $28K in Q1 2026.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.