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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
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

RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return