Carter Financial Group
CSHI icon

Carter Financial Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Carter Financial Group’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
Q3 		$519K Sell
10,431
-189
-2% -$9.4K 0.26% 63
2026
Q2 		$529K Buy
10,620
+461
+5% +$23K 0.27% 66
2026
Q1 		$506K Buy
10,159
+727
+8% +$36.1K 0.31% 57
2025
Q4 		$469K Buy
9,432
+31
+0.3% +$1.54K 0.28% 61
2025
Q3 		$467K Sell
9,401
-161
-2% -$8.02K 0.28% 57
2025
Q2 		$476K Buy
+9,562
New +$475K 0.31% 58

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Carter Financial Group's CSHI Position: Q3 2026 in Review

Carter Financial Group reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 1.8% in Q3 2026, selling an estimated $9.4K and leaving 10,431 shares worth $519K. The position accounts for 0.26% of the portfolio, ranked #63.

Carter Financial Group first reported a position in CSHI in Q2 2025 and has held it in 6 quarters since. The position peaked at $529K in Q2 2026. 126 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Carter Financial Group held 10,431 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $519K as of Q3 2026.
  • Carter Financial Group sold 189 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $9.4K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.26% of Carter Financial Group's portfolio in Q3 2026, its #63 holding.
  • Carter Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $529K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.