Carson Wealth (CWM LLC)’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Carson Wealth (CWM 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	$2.56M	Buy	51,369 +12,097	+31%	+$601K	0.01%	1093
2025 Q4	$1.95M	Buy	39,272 +4,249	+12%	+$211K	0.01%	1163
2025 Q3	$1.74M	Buy	35,023 +13,012	+59%	+$648K	0.01%	1147
2025 Q2	$1.09M	Buy	+22,011	New	+$1.09M	﹤0.01%	1203

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B 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

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 31% in Q1 2026, buying an estimated $601K and bringing the position to 51,369 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1093.

Carson Wealth (CWM 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.

Carson Wealth (CWM LLC) held 51,369 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.56M as of Q1 2026.
Carson Wealth (CWM LLC) bought 12,097 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $601K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1093 holding.
Carson Wealth (CWM 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.