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

Capital Insight Partners’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
2025 Q1	–	Sell	-19,751	Closed	-$984K	–	160
2024 Q4	$984K	Sell	19,751 -1,138	-5%	-$56.8K	0.17%	94
2024 Q3	$1.04M	Buy	20,889 +239	+1%	+$11.9K	0.18%	96
2024 Q2	$1.03M	Sell	20,650 -3,737	-15%	-$186K	0.19%	90
2024 Q1	$1.21M	Buy	24,387 +923	+4%	+$46.1K	0.23%	88
2023 Q4	$1.17M	Buy	23,464 +272	+1%	+$13.6K	0.24%	87
2023 Q3	$1.16M	Buy	23,192 +3,192	+16%	+$160K	0.26%	85
2023 Q2	$1M	Sell	20,000 -1,740	-8%	-$87.3K	0.22%	89
2023 Q1	$1.09M	Buy	+21,740	New	+$1.09M	0.26%	91

Other funds holding CSHI

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Capital Insight Partners's CSHI Position: Q1 2025 in Review

Capital Insight Partners sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 19,751 shares — an estimated $984K sold.

Capital Insight Partners first reported a position in CSHI in Q1 2023 and held it in 8 quarters. The position peaked at $1.21M in Q1 2024. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

Capital Insight Partners reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Capital Insight Partners sold 19,751 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $984K.
Capital Insight Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and held it in 8 quarters.
Capital Insight Partners's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.21M in Q1 2024.
84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on Capital Insight Partners's 13F filing for Q1 2025, filed 30 Apr 2025.