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Delta Investment Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Delta Investment Management’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
-4,309
Closed -$215K – 250
2024
Q4 		$215K Sell
4,309
-287
-6% -$14.3K 0.04% 234
2024
Q3 		$229K Sell
4,596
-759
-14% -$37.8K 0.05% 221
2024
Q2 		$266K Sell
5,355
-270
-5% -$13.5K 0.06% 177
2024
Q1 		$280K Sell
5,625
-1,546
-22% -$77.2K 0.06% 170
2023
Q4 		$358K Buy
7,171
+3,021
+73% +$151K 0.09% 136
2023
Q3 		$207K Buy
+4,150
New +$208K 0.06% 170

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

Delta Investment Management's CSHI Position: Q1 2025 in Review

Delta Investment Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 4,309 shares — an estimated $215K sold.

Delta Investment Management first reported a position in CSHI in Q3 2023 and held it in 6 quarters. The position peaked at $358K in Q4 2023. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

  • Delta Investment Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Delta Investment Management sold 4,309 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $215K.
  • Delta Investment Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and held it in 6 quarters.
  • Delta Investment Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $358K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on Delta Investment Management's 13F filing for Q1 2025, filed 14 May 2025.