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Compass Financial Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Compass Financial Management’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 		$561K Buy
+11,271
New +$561K 0.07% 260

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

Compass Financial Management's CSHI Position: Q2 2026 in Review

Compass Financial Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 11,271 shares worth $561K. The stake represents 0.07% of the portfolio and ranks #260 among its holdings.

121 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Compass Financial Management held 11,271 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $561K as of Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Compass Financial Management position in Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #260 holding.
  • 121 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.