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

Gradient Investments’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 Q3	$28.5M	Buy	572,631 +7,330	+1%	+$365K	0.41%	72
2026 Q2	$28.2M	Buy	565,301 +54,911	+11%	+$2.73M	0.39%	76
2026 Q1	$25.4M	Buy	510,390 +28,872	+6%	+$1.43M	0.39%	75
2025 Q4	$23.9M	Buy	481,518 +19,020	+4%	+$947K	0.38%	83
2025 Q3	$23M	Buy	462,498 +32,837	+8%	+$1.63M	0.38%	83
2025 Q2	$21.4M	Sell	429,661 -2,924	-0.7%	-$145K	0.39%	88
2025 Q1	$21.5M	Sell	432,585 -96,672	-18%	-$4.82M	0.43%	76
2024 Q4	$26.4M	Buy	529,257 +122,774	+30%	+$6.13M	0.53%	58
2024 Q3	$20.2M	Buy	406,483 +6,298	+2%	+$314K	0.42%	71
2024 Q2	$19.9M	Buy	400,185 +331,593	+483%	+$16.5M	0.45%	69
2024 Q1	$3.42M	Sell	68,592 -3,203	-4%	-$160K	0.08%	161
2023 Q4	$3.58M	Buy	+71,795	New	+$3.59M	0.09%	158

Other funds holding CSHI

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Gradient Investments's CSHI Position: Q3 2026 in Review

Gradient Investments increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 1.3% in Q3 2026, buying an estimated $365K and bringing the position to 572,631 shares worth $28.5M. The position accounts for 0.41% of the portfolio, ranked #72.

Gradient Investments first reported a position in CSHI in Q4 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Gradient Investments held 572,631 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $28.5M as of Q3 2026.
Gradient Investments bought 7,330 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $365K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.41% of Gradient Investments's portfolio in Q3 2026, its #72 holding.
Gradient Investments first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.