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 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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Gladstone Institutional Advisory's CSHI Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 9.8% in Q1 2026, selling an estimated $418K and leaving 77,581 shares worth $3.86M. The position accounts for 0.14% of the portfolio, ranked #162.

Gladstone Institutional Advisory first reported a position in CSHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.62M in Q3 2024. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

Gladstone Institutional Advisory held 77,581 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $3.86M as of Q1 2026.
Gladstone Institutional Advisory sold 8,419 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $418K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #162 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 8 quarters since.
Gladstone Institutional Advisory's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $4.62M in Q3 2024.
116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.