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Fiduciary Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Fiduciary Group’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
2024
Q4 		– Sell
-4,472
Closed -$223K – 272
2024
Q3 		$223K Sell
4,472
-93
-2% -$4.63K 0.02% 260
2024
Q2 		$227K Sell
4,565
-211
-4% -$10.5K 0.02% 253
2024
Q1 		$238K Sell
4,776
-143
-3% -$7.14K 0.03% 246
2023
Q4 		$246K Buy
+4,919
New +$246K 0.03% 236

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fiduciary Group's CSHI Position: Q4 2024 in Review

Fiduciary Group sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q4 2024, closing a stake of 4,472 shares — an estimated $223K sold.

Fiduciary Group first reported a position in CSHI in Q4 2023 and held it in 4 quarters. The position peaked at $246K in Q4 2023. 79 funds tracked by Wall St. Rank hold CSHI as of Q4 2024.

  • Fiduciary Group reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Group sold 4,472 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $223K.
  • Fiduciary Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and held it in 4 quarters.
  • Fiduciary Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $246K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q4 2024.

Based on Fiduciary Group's 13F filing for Q4 2024, filed 11 Feb 2025.