Gladstone Institutional Advisory’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Gladstone Institutional Advisory’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	$3.31M	Sell	66,484 -11,097	-14%	-$553K	0.1%	203
2026 Q1	$3.86M	Sell	77,581 -8,419	-10%	-$418K	0.14%	162
2025 Q4	$4.28M	Buy	86,000 +37,973	+79%	+$1.89M	0.16%	140
2025 Q3	$2.39M	Sell	48,027 -12,192	-20%	-$607K	0.09%	217
2025 Q2	$2.99M	Buy	60,219 +3,210	+6%	+$159K	0.12%	177
2025 Q1	$2.83M	Sell	57,009 -31,296	-35%	-$1.56M	0.13%	170
2024 Q4	$4.4M	Sell	88,305 -4,367	-5%	-$218K	0.2%	113
2024 Q3	$4.62M	Buy	92,672 +65,640	+243%	+$3.27M	0.23%	108
2024 Q2	$1.35M	Buy	+27,032	New	+$1.35M	0.07%	273

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Gladstone Institutional Advisory's CSHI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 14% in Q2 2026, selling an estimated $553K and leaving 66,484 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #203.

Gladstone Institutional Advisory first reported a position in CSHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.62M in Q3 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Gladstone Institutional Advisory held 66,484 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $3.31M as of Q2 2026.
Gladstone Institutional Advisory sold 11,097 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $553K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #203 holding.
Gladstone Institutional Advisory 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.
Gladstone Institutional Advisory's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $4.62M 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.