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

Castleview 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
2024
Q3 		– Sell
-201
Closed -$10K – 615
2024
Q2 		$10K Sell
201
-25
-11% -$1.25K 0.01% 522
2024
Q1 		$11.3K Sell
226
-2,861
-93% -$143K 0.01% 530
2023
Q4 		$154K Buy
3,087
+2,974
+2,632% +$149K 0.11% 156
2023
Q3 		$5.64K Sell
113
-2,570
-96% -$129K 0.01% 474
2023
Q2 		$134K Buy
+2,683
New +$135K 0.12% 151

Other funds holding CSHI

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Castleview Partners's CSHI Position: Q3 2024 in Review

Castleview Partners sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2024, closing a stake of 201 shares — an estimated $10K sold.

Castleview Partners first reported a position in CSHI in Q2 2023 and held it in 5 quarters. The position peaked at $154K in Q4 2023. 67 funds tracked by Wall St. Rank hold CSHI as of Q3 2024.

  • Castleview Partners reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 201 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $10K.
  • Castleview Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and held it in 5 quarters.
  • Castleview Partners's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $154K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.