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Empire Financial Management Company’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Empire Financial Management Company’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 		$894K Buy
17,945
+3,447
+24% +$172K 0.35% 77
2026
Q1 		$722K Buy
14,498
+1,575
+12% +$78.2K 0.16% 132
2025
Q4 		$643K Sell
12,923
-156
-1% -$7.76K 0.14% 136
2025
Q3 		$650K Buy
13,079
+1,185
+10% +$59K 0.15% 134
2025
Q2 		$592K Sell
11,894
-37
-0.3% -$1.84K 0.17% 130
2025
Q1 		$592K Buy
11,931
+1,450
+14% +$72.2K 0.18% 126
2024
Q4 		$522K Sell
10,481
-8,912
-46% -$445K 0.16% 141
2024
Q3 		$966K Buy
19,393
+6,068
+46% +$302K 0.3% 97
2024
Q2 		$663K Buy
13,325
+1,760
+15% +$87.8K 0.22% 117
2024
Q1 		$576K Buy
11,565
+2,159
+23% +$108K 0.19% 134
2023
Q4 		$470K Hold
9,406
– – 0.18% 134
2023
Q3 		$469K Buy
9,406
+1,172
+14% +$58.6K 0.2% 125
2023
Q2 		$412K Sell
8,234
-231
-3% -$11.6K 0.16% 133
2023
Q1 		$424K Buy
+8,465
New +$424K 0.17% 132

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Empire Financial Management Company's CSHI Position: Q2 2026 in Review

Empire Financial Management Company increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 24% in Q2 2026, buying an estimated $172K and bringing the position to 17,945 shares worth $894K. The position accounts for 0.35% of the portfolio, ranked #77.

Empire Financial Management Company first reported a position in CSHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $966K in Q3 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Empire Financial Management Company held 17,945 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $894K as of Q2 2026.
  • Empire Financial Management Company bought 3,447 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $172K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.35% of Empire Financial Management Company's portfolio in Q2 2026, its #77 holding.
  • Empire Financial Management Company first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $966K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.