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Essex Financial Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Essex Financial Services’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 		$468K Sell
9,393
-1,366
-13% -$68K 0.02% 499
2026
Q1 		$536K Buy
10,759
+3,634
+51% +$181K 0.03% 439
2025
Q4 		$354K Sell
7,125
-3,810
-35% -$190K 0.02% 552
2025
Q3 		$544K Buy
10,935
+601
+6% +$29.9K 0.03% 402
2025
Q2 		$514K Buy
10,334
+595
+6% +$29.6K 0.03% 400
2025
Q1 		$483K Buy
+9,739
New +$485K 0.03% 392

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
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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Essex Financial Services's CSHI Position: Q2 2026 in Review

Essex Financial Services reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 13% in Q2 2026, selling an estimated $68K and leaving 9,393 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #499.

Essex Financial Services first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $544K in Q3 2025. 103 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Essex Financial Services held 9,393 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $468K as of Q2 2026.
  • Essex Financial Services sold 1,366 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $68K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #499 holding.
  • Essex Financial Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • Essex Financial Services's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $544K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.