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 Q2	$339K	Buy	6,800 +60	+0.9%	+$2.99K	0.01%	592
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $506M AUM 14.83% 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

Insigneo Advisory Services's CSHI Position: Q2 2026 in Review

Insigneo Advisory Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 0.89% in Q2 2026, buying an estimated $2.99K and bringing the position to 6,800 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #592.

Insigneo Advisory Services first reported a position in CSHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Insigneo Advisory Services held 6,800 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $339K as of Q2 2026.
Insigneo Advisory Services bought 60 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.99K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #592 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 3 quarters since.
Insigneo Advisory Services's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.07M in Q4 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.