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

Grantvest Financial 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
2026
Q1 		$8.75M Buy
175,858
+66
+0% +$3.28K 5.67% 2
2025
Q4 		$8.74M Buy
175,792
+6,271
+4% +$312K 5.6% 2
2025
Q3 		$8.43M Buy
169,521
+7,234
+4% +$360K 5.82% 2
2025
Q2 		$8.07M Buy
162,287
+25,699
+19% +$1.28M 5.99% 2
2025
Q1 		$6.78M Buy
136,588
+68,035
+99% +$3.39M 5.5% 2
2024
Q4 		$3.42M Buy
+68,553
New +$3.42M 3.81% 2

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $6.13B 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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
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

Grantvest Financial Group's CSHI Position: Q1 2026 in Review

Grantvest Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 0.04% in Q1 2026, buying an estimated $3.28K and bringing the position to 175,858 shares worth $8.75M. The position accounts for 5.67% of the portfolio, ranked #2.

Grantvest Financial Group first reported a position in CSHI in Q4 2024 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Grantvest Financial Group held 175,858 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.75M as of Q1 2026.
  • Grantvest Financial Group bought 66 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.28K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 5.67% of Grantvest Financial Group's portfolio in Q1 2026, its #2 holding.
  • Grantvest Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.