IWC
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Integrated Wealth Concepts’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Integrated Wealth Concepts’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 		$6.92M Sell
139,029
-3,214
-2% -$160K 0.06% 327
2025
Q4 		$7.07M Sell
142,243
-1,413
-1% -$70.3K 0.08% 222
2025
Q3 		$7.14M Sell
143,656
-5,973
-4% -$297K 0.06% 287
2025
Q2 		$7.44M Buy
149,629
+7,601
+5% +$377K 0.07% 250
2025
Q1 		$7.05M Buy
142,028
+14,952
+12% +$745K 0.08% 245
2024
Q4 		$6.33M Buy
127,076
+84,570
+199% +$4.22M 0.07% 252
2024
Q3 		$2.12M Buy
+42,506
New +$2.12M 0.03% 530

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $504M 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 $376B 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 $6.05B 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 $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return