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Great Lakes Retirement’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Great Lakes Retirement’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
2025
Q1 		– Sell
-4,692
Closed -$234K – 208
2024
Q4 		$234K Sell
4,692
-1,038
-18% -$51.8K 0.03% 200
2024
Q3 		$285K Sell
5,730
-145,661
-96% -$7.26M 0.04% 195
2024
Q2 		$7.53M Buy
151,391
+53,465
+55% +$2.67M 1.03% 27
2024
Q1 		$4.88M Buy
97,926
+33,805
+53% +$1.69M 0.72% 33
2023
Q4 		$3.2M Buy
+64,121
New +$3.21M 0.53% 37

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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Great Lakes Retirement's CSHI Position: Q1 2025 in Review

Great Lakes Retirement sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 4,692 shares — an estimated $234K sold.

Great Lakes Retirement first reported a position in CSHI in Q4 2023 and held it in 5 quarters. The position peaked at $7.53M in Q2 2024. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

  • Great Lakes Retirement reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 4,692 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $234K.
  • Great Lakes Retirement first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and held it in 5 quarters.
  • Great Lakes Retirement's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $7.53M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on Great Lakes Retirement's 13F filing for Q1 2025, filed 17 Apr 2025.