Commonwealth Equity Services
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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
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

RPSA
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GI
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return