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

Independent Wealth Network’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
2024
Q2 		– Sell
-45,536
Closed -$2.27M – 219
2024
Q1 		$2.27M Buy
+45,536
New +$2.27M 1.06% 18

Other funds holding CSHI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Independent Wealth Network's CSHI Position: Q2 2024 in Review

Independent Wealth Network sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2024, closing a stake of 45,536 shares — an estimated $2.27M sold.

Independent Wealth Network first reported a position in CSHI in Q1 2024 and held it in 1 quarter. The position peaked at $2.27M in Q1 2024. 64 funds tracked by Wall St. Rank hold CSHI as of Q2 2024.

  • Independent Wealth Network reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Independent Wealth Network sold 45,536 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $2.27M.
  • Independent Wealth Network first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2024 and held it in 1 quarter.
  • Independent Wealth Network's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $2.27M in Q1 2024.
  • 64 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2024.

Based on Independent Wealth Network's 13F filing for Q2 2024, filed 18 Jul 2024.