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Insigneo Advisory Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Insigneo Advisory Services’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
Q1 		$336K Sell
6,740
-14,835
-69% -$737K 0.02% 470
2025
Q4 		$1.07M Buy
+21,575
New +$1.07M 0.08% 200

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Insigneo Advisory Services's CSHI Position: Q1 2026 in Review

Insigneo Advisory Services reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 69% in Q1 2026, selling an estimated $737K and leaving 6,740 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #470.

Insigneo Advisory Services first reported a position in CSHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Insigneo Advisory Services held 6,740 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $336K as of Q1 2026.
  • Insigneo Advisory Services sold 14,835 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $737K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #470 holding.
  • Insigneo Advisory Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2025 and has held it in 2 quarters since.
  • Insigneo Advisory Services's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.07M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.