Commonwealth Equity Services
CSHI icon

Commonwealth Equity Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Commonwealth Equity Services’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 		$20.4M Buy
409,849
+15,651
+4% +$779K 0.03% 586
2026
Q1 		$19.6M Buy
394,198
+11,223
+3% +$557K 0.03% 567
2025
Q4 		$19M Buy
382,975
+10,634
+3% +$529K 0.03% 588
2025
Q3 		$18.5M Buy
372,341
+100,932
+37% +$5.02M 0.02% 605
2025
Q2 		$13.5M Buy
271,409
+267,077
+6,165% +$13.3M 0.02% 743
2025
Q1 		$215K Sell
4,332
-1,354
-24% -$67.4K ﹤0.01% 3768
2024
Q4 		$283K Buy
+5,686
New +$284K ﹤0.01% 3456

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 $7.25B AUM 20.71% 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 $510M AUM 21.97% 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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Commonwealth Equity Services's CSHI Position: Q2 2026 in Review

Commonwealth Equity Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 4% in Q2 2026, buying an estimated $779K and bringing the position to 409,849 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #586.

Commonwealth Equity Services 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.

  • Commonwealth Equity Services held 409,849 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $20.4M as of Q2 2026.
  • Commonwealth Equity Services bought 15,651 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $779K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #586 holding.
  • Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.