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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
Q2 		$8.92M Buy
178,981
+3,123
+2% +$156K 5.17% 2
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Grantvest Financial Group's CSHI Position: Q2 2026 in Review

Grantvest Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 1.8% in Q2 2026, buying an estimated $156K and bringing the position to 178,981 shares worth $8.92M. The position accounts for 5.17% of the portfolio, ranked #2.

Grantvest Financial Group first reported a position in CSHI in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Grantvest Financial Group held 178,981 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.92M as of Q2 2026.
  • Grantvest Financial Group bought 3,123 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $156K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 5.17% of Grantvest Financial Group's portfolio in Q2 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 7 quarters since.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.