CIAS
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Capital Investment Advisory Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Capital Investment Advisory Services’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 		$6.02M Sell
120,829
-4,104
-3% -$204K 0.37% 59
2026
Q1 		$6.22M Sell
124,933
-10,282
-8% -$511K 0.45% 47
2025
Q4 		$6.72M Buy
+135,215
New +$6.73M 0.48% 48
2025
Q3 		– Sell
-117,845
Closed -$5.86M – 1098
2025
Q2 		$5.86M Buy
117,845
+12,766
+12% +$634K 0.48% 50
2025
Q1 		$5.22M Buy
105,079
+51,571
+96% +$2.57M 0.47% 53
2024
Q4 		$2.67M Buy
53,508
+9,200
+21% +$459K 0.26% 84
2024
Q3 		$2.21M Buy
44,308
+11,760
+36% +$586K 0.21% 110
2024
Q2 		$1.62M Buy
32,548
+6,879
+27% +$343K 0.17% 128
2024
Q1 		$1.28M Buy
25,669
+13,339
+108% +$666K 0.14% 163
2023
Q4 		$616K Buy
+12,330
New +$617K 0.06% 253

Other funds holding CSHI

GI
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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Capital Investment Advisory Services's CSHI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 3.3% in Q2 2026, selling an estimated $204K and leaving 120,829 shares worth $6.02M. The position accounts for 0.37% of the portfolio, ranked #59.

Capital Investment Advisory Services first reported a position in CSHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.72M in Q4 2025. 36 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Capital Investment Advisory Services held 120,829 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $6.02M as of Q2 2026.
  • Capital Investment Advisory Services sold 4,104 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $204K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.37% of Capital Investment Advisory Services's portfolio in Q2 2026, its #59 holding.
  • Capital Investment Advisory Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
  • Capital Investment Advisory Services's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $6.72M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.