High Net Worth Advisory Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

High Net Worth Advisory 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 Q3	$2.89M	Buy	58,235 +29,980	+106%	+$1.49M	0.61%	39
2026 Q2	$1.41M	Buy	28,255 +12,455	+79%	+$620K	0.3%	77
2026 Q1	$787K	Buy	15,800 +3,300	+26%	+$164K	0.18%	114
2025 Q4	$622K	Buy	+12,500	New	+$622K	0.14%	124

Other funds holding CSHI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

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

High Net Worth Advisory Group's CSHI Position: Q3 2026 in Review

High Net Worth Advisory Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 106% in Q3 2026, buying an estimated $1.49M and bringing the position to 58,235 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #39.

High Net Worth Advisory Group first reported a position in CSHI in Q4 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

High Net Worth Advisory Group held 58,235 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.89M as of Q3 2026.
High Net Worth Advisory Group bought 29,980 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.49M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.61% of High Net Worth Advisory Group's portfolio in Q3 2026, its #39 holding.
High Net Worth Advisory Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.