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

Claro 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	$2.61M	Sell	52,474 -10,622	-17%	-$529K	0.27%	65
2026 Q1	$3.14M	Sell	63,096 -23,904	-27%	-$1.19M	0.38%	56
2025 Q4	$4.33M	Buy	87,000 +55,427	+176%	+$2.76M	0.59%	34
2025 Q3	$1.57M	Buy	31,573 +13,045	+70%	+$649K	0.23%	89
2025 Q2	$921K	Sell	18,528 -4,662	-20%	-$232K	0.15%	127
2025 Q1	$1.15M	Buy	23,190 +14,390	+164%	+$717K	0.15%	126
2024 Q4	$438K	Sell	8,800 -13,045	-60%	-$651K	0.06%	271
2024 Q3	$1.09M	Buy	21,845 +9,269	+74%	+$462K	0.14%	140
2024 Q2	$626K	Buy	12,576 +3,273	+35%	+$163K	0.1%	209
2024 Q1	$463K	Sell	9,303 -2,664	-22%	-$133K	0.08%	249
2023 Q4	$597K	Sell	11,967 -5,603	-32%	-$280K	0.13%	185
2023 Q3	$877K	Buy	+17,570	New	+$879K	0.22%	101

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 $510M AUM 21.97% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Claro Advisors's CSHI Position: Q2 2026 in Review

Claro Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 17% in Q2 2026, selling an estimated $529K and leaving 52,474 shares worth $2.61M. The position accounts for 0.27% of the portfolio, ranked #65.

Claro Advisors first reported a position in CSHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.33M in Q4 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Claro Advisors held 52,474 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.61M as of Q2 2026.
Claro Advisors sold 10,622 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $529K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.27% of Claro Advisors's portfolio in Q2 2026, its #65 holding.
Claro Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Claro Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $4.33M in Q4 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

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