Envestnet Asset Management
CSHI icon

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

Envestnet Asset 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
2026
Q2 		$748K Sell
15,021
-579
-4% -$28.8K ﹤0.01% 3813
2026
Q1 		$777K Buy
15,600
+1,225
+9% +$60.8K ﹤0.01% 3623
2025
Q4 		$715K Buy
14,375
+2,916
+25% +$145K ﹤0.01% 3463
2025
Q3 		$570K Sell
11,459
-612
-5% -$30.5K ﹤0.01% 3672
2025
Q2 		$600K Sell
12,071
-669
-5% -$33.2K ﹤0.01% 3570
2025
Q1 		$632K Sell
12,740
-3,855
-23% -$192K ﹤0.01% 3478
2024
Q4 		$827K Buy
16,595
+8,551
+106% +$427K ﹤0.01% 3282
2024
Q3 		$401K Sell
8,044
-51
-0.6% -$2.54K ﹤0.01% 3653
2024
Q2 		$403K Buy
+8,095
New +$404K ﹤0.01% 3568

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

Envestnet Asset Management's CSHI Position: Q2 2026 in Review

Envestnet Asset Management reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 3.7% in Q2 2026, selling an estimated $28.8K and leaving 15,021 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Envestnet Asset Management first reported a position in CSHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $827K in Q4 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Envestnet Asset Management held 15,021 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $748K as of Q2 2026.
  • Envestnet Asset Management sold 579 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $28.8K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3813 holding.
  • Envestnet Asset Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
  • Envestnet Asset Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $827K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.