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 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

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

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

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

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

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

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Carter Financial Group's CSHI Position: Q2 2026 in Review

Carter Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 4.5% in Q2 2026, buying an estimated $23K and bringing the position to 10,620 shares worth $529K. The position accounts for 0.27% of the portfolio, ranked #66.

Carter Financial Group first reported a position in CSHI in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Carter Financial Group held 10,620 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $529K as of Q2 2026.
Carter Financial Group bought 461 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $23K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.27% of Carter Financial Group's portfolio in Q2 2026, its #66 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 5 quarters since.
59 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.