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

Creative Financial Designs’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	$605K	Buy	12,147 +11,347	+1,418%	+$565K	0.03%	368
2026 Q1	$39.8K	Buy	800 +200	+33%	+$9.93K	﹤0.01%	975
2025 Q4	$29.8K	Hold	600	–	–	﹤0.01%	1045
2025 Q3	$29.8K	Hold	600	–	–	﹤0.01%	1021
2025 Q2	$29.8K	Hold	600	–	–	﹤0.01%	1019
2025 Q1	$29.8K	Hold	600	–	–	﹤0.01%	980
2024 Q4	$29.9K	Hold	600	–	–	﹤0.01%	955
2024 Q3	$29.9K	Hold	600	–	–	﹤0.01%	929
2024 Q2	$29.9K	Hold	600	–	–	﹤0.01%	898
2024 Q1	$29.9K	Hold	600	–	–	﹤0.01%	863
2023 Q4	$30K	Hold	600	–	–	﹤0.01%	815
2023 Q3	$29.9K	Buy	+600	New	+$30K	﹤0.01%	757

Other funds holding CSHI

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $510M AUM 21.97% 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

Creative Financial Designs's CSHI Position: Q2 2026 in Review

Creative Financial Designs increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 1,418% in Q2 2026, buying an estimated $565K and bringing the position to 12,147 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #368.

Creative Financial Designs first reported a position in CSHI in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Creative Financial Designs held 12,147 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $605K as of Q2 2026.
Creative Financial Designs bought 11,347 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $565K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #368 holding.
Creative Financial Designs first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.