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Cornerstone Planning Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-15
Closed -$742 – 1564
2025
Q1 		$742 Buy
+15
New +$747 ﹤0.01% 1196

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cornerstone Planning Group's CSHI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2025, closing a stake of 15 shares — an estimated $742 sold.

Cornerstone Planning Group first reported a position in CSHI in Q1 2025 and held it in 1 quarter. The position peaked at $742 in Q1 2025. 94 funds tracked by Wall St. Rank hold CSHI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $742.
  • Cornerstone Planning Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $742 in Q1 2025.
  • 94 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.