CA
CSHI icon

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

Continuum Advisory’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
2024
Q4 		– Sell
-4
Closed -$200 – 1882
2024
Q3 		$200 Buy
+4
New +$199 ﹤0.01% 1879

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Continuum Advisory's CSHI Position: Q4 2024 in Review

Continuum Advisory sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q4 2024, closing a stake of 4 shares — an estimated $200 sold.

Continuum Advisory first reported a position in CSHI in Q3 2024 and held it in 1 quarter. The position peaked at $200 in Q3 2024. 79 funds tracked by Wall St. Rank hold CSHI as of Q4 2024.

  • Continuum Advisory reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 4 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $200.
  • Continuum Advisory first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Continuum Advisory's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $200 in Q3 2024.
  • 79 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.