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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
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

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GI
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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
AWM
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return