Impact Partnership Wealth’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Impact Partnership Wealth’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	$2.18M	Buy	43,755 +8,928	+26%	+$445K	0.21%	63
2026 Q1	$1.73M	Buy	34,827 +5,073	+17%	+$252K	0.21%	61
2025 Q4	$1.48M	Buy	29,754 +2,130	+8%	+$106K	0.19%	65
2025 Q3	$1.37M	Buy	27,624 +15,127	+121%	+$753K	0.2%	62
2025 Q2	$621K	Buy	+12,497	New	+$621K	0.11%	111

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Impact Partnership Wealth's CSHI Position: Q2 2026 in Review

Impact Partnership Wealth increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 26% in Q2 2026, buying an estimated $445K and bringing the position to 43,755 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #63.

Impact Partnership Wealth first reported a position in CSHI in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Impact Partnership Wealth held 43,755 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.18M as of Q2 2026.
Impact Partnership Wealth bought 8,928 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $445K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.21% of Impact Partnership Wealth's portfolio in Q2 2026, its #63 holding.
Impact Partnership Wealth first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 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 Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.