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

CoreCap Advisors’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 Q3	$1.38M	Buy	27,664 +1,744	+7%	+$86.7K	0.04%	316
2026 Q2	$1.29M	Buy	25,920 +2,543	+11%	+$127K	0.04%	339
2026 Q1	$1.16M	Buy	23,377 +2,381	+11%	+$118K	0.04%	338
2025 Q4	$1.04M	Buy	20,996 +2,514	+14%	+$125K	0.04%	355
2025 Q3	$919K	Buy	18,482 +787	+4%	+$39.2K	0.03%	391
2025 Q2	$880K	Buy	17,695 +7,825	+79%	+$389K	0.04%	378
2025 Q1	$490K	Buy	+9,870	New	+$492K	0.02%	481

Other funds holding CSHI

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

CoreCap Advisors's CSHI Position: Q3 2026 in Review

CoreCap Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 6.7% in Q3 2026, buying an estimated $86.7K and bringing the position to 27,664 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #316.

CoreCap Advisors first reported a position in CSHI in Q1 2025 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

CoreCap Advisors held 27,664 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.38M as of Q3 2026.
CoreCap Advisors bought 1,744 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $86.7K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #316 holding.
CoreCap Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.