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Cherry Creek Investment Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Cherry Creek Investment Advisors’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 		$1.14M Buy
22,956
+900
+4% +$44.8K 0.45% 44
2026
Q1 		$1.1M Buy
22,056
+6,589
+43% +$327K 0.48% 42
2025
Q4 		$769K Buy
15,467
+7,842
+103% +$390K 0.33% 47
2025
Q3 		$379K Buy
7,625
+2,338
+44% +$116K 0.16% 81
2025
Q2 		$263K Buy
5,287
+1,173
+29% +$58.3K 0.12% 94
2025
Q1 		$204K Sell
4,114
-193
-4% -$9.61K 0.11% 103
2024
Q4 		$215K Buy
+4,307
New +$215K 0.11% 99

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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 $506M AUM 14.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Cherry Creek Investment Advisors's CSHI Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 4.1% in Q2 2026, buying an estimated $44.8K and bringing the position to 22,956 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #44.

Cherry Creek Investment Advisors first reported a position in CSHI in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Cherry Creek Investment Advisors held 22,956 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.14M as of Q2 2026.
  • Cherry Creek Investment Advisors bought 900 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $44.8K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.45% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Cherry Creek Investment Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.