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D.A. Davidson & Co’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-6,301
Closed -$314K – 1425
2024
Q4 		$314K Buy
+6,301
New +$314K ﹤0.01% 1191

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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

D.A. Davidson & Co's CSHI Position: Q1 2025 in Review

D.A. Davidson & Co sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 6,301 shares — an estimated $314K sold.

D.A. Davidson & Co first reported a position in CSHI in Q4 2024 and held it in 1 quarter. The position peaked at $314K in Q4 2024. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

  • D.A. Davidson & Co reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 6,301 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $314K.
  • D.A. Davidson & Co first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • D.A. Davidson & Co's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $314K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.