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Heck Capital Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Heck Capital Advisors’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 		$1.23M Buy
24,728
+1,372
+6% +$68.3K 0.07% 114
2026
Q1 		$1.16M Sell
23,356
-744
-3% -$37K 0.09% 108
2025
Q4 		$1.2M Buy
24,100
+8,713
+57% +$434K 0.09% 105
2025
Q3 		$765K Buy
15,387
+1,793
+13% +$89.3K 0.06% 118
2025
Q2 		$676K Buy
13,594
+2,266
+20% +$113K 0.06% 114
2025
Q1 		$562K Sell
11,328
-122
-1% -$6.08K 0.06% 108
2024
Q4 		$570K Buy
11,450
+2,309
+25% +$115K 0.07% 106
2024
Q3 		$455K Buy
9,141
+2,612
+40% +$130K 0.05% 111
2024
Q2 		$325K Buy
6,529
+596
+10% +$29.7K 0.04% 123
2024
Q1 		$295K Buy
5,933
+656
+12% +$32.8K 0.05% 119
2023
Q4 		$263K Buy
5,277
+2,858
+118% +$143K 0.04% 124
2023
Q3 		$121K Buy
+2,419
New +$121K 0.02% 132

Other funds holding CSHI

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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Heck Capital Advisors's CSHI Position: Q2 2026 in Review

Heck Capital Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 5.9% in Q2 2026, buying an estimated $68.3K and bringing the position to 24,728 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #114.

Heck Capital Advisors first reported a position in CSHI in Q3 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Heck Capital Advisors held 24,728 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.23M as of Q2 2026.
  • Heck Capital Advisors bought 1,372 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $68.3K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.07% of Heck Capital Advisors's portfolio in Q2 2026, its #114 holding.
  • Heck Capital Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
  • 59 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.