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

Clearstead 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	$251K	Sell	5,049 -3,985	-44%	-$198K	﹤0.01%	994
2026 Q1	$450K	Buy	9,034 +4,113	+84%	+$204K	﹤0.01%	736
2025 Q4	$245K	Sell	4,921 -233	-5%	-$11.6K	﹤0.01%	877
2025 Q3	$256K	Sell	5,154 -2,033	-28%	-$101K	﹤0.01%	824
2025 Q2	$357K	Buy	7,187 +20	+0.3%	+$993	0.01%	705
2025 Q1	$356K	Buy	+7,167	New	+$357K	0.01%	661

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

Clearstead Advisors's CSHI Position: Q2 2026 in Review

Clearstead Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 44% in Q2 2026, selling an estimated $198K and leaving 5,049 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Clearstead Advisors first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $450K in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Clearstead Advisors held 5,049 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $251K as of Q2 2026.
Clearstead Advisors sold 3,985 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $198K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #994 holding.
Clearstead Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Clearstead Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $450K in Q1 2026.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.