Impact Partnership Wealth
CSHI icon

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
Q3 		$2.35M Buy
47,331
+3,576
+8% +$178K 0.21% 67
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Gradient Investments
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
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Impact Partnership Wealth's CSHI Position: Q3 2026 in Review

Impact Partnership Wealth increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 8.2% in Q3 2026, buying an estimated $178K and bringing the position to 47,331 shares worth $2.35M. The position accounts for 0.21% of the portfolio, ranked #67.

Impact Partnership Wealth first reported a position in CSHI in Q2 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Impact Partnership Wealth held 47,331 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.35M as of Q3 2026.
  • Impact Partnership Wealth bought 3,576 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $178K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.21% of Impact Partnership Wealth's portfolio in Q3 2026, its #67 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 6 quarters since.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.