Comprehensive Money Management Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Comprehensive Money Management 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	$749K	Buy	15,030 +1,320	+10%	+$65.7K	0.47%	73
2026 Q1	$682K	Buy	13,710 +2,200	+19%	+$109K	0.45%	74
2025 Q4	$572K	Buy	11,510 +4,575	+66%	+$228K	0.39%	91
2025 Q3	$345K	Buy	+6,935	New	+$345K	0.24%	125

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $506M AUM 14.83% 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

Comprehensive Money Management Services's CSHI Position: Q2 2026 in Review

Comprehensive Money Management Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 9.6% in Q2 2026, buying an estimated $65.7K and bringing the position to 15,030 shares worth $749K. The position accounts for 0.47% of the portfolio, ranked #73.

Comprehensive Money Management Services first reported a position in CSHI in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Comprehensive Money Management Services held 15,030 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $749K as of Q2 2026.
Comprehensive Money Management Services bought 1,320 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $65.7K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.47% of Comprehensive Money Management Services's portfolio in Q2 2026, its #73 holding.
Comprehensive Money Management Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 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 Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.