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 Q2	$577K	Sell	11,573 -127,456	-92%	-$6.35M	﹤0.01%	1687
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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $510M AUM 21.97% 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

Integrated Wealth Concepts's CSHI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 92% in Q2 2026, selling an estimated $6.35M and leaving 11,573 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Integrated Wealth Concepts first reported a position in CSHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.44M in Q2 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Integrated Wealth Concepts held 11,573 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $577K as of Q2 2026.
Integrated Wealth Concepts sold 127,456 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.35M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1687 holding.
Integrated Wealth Concepts first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $7.44M in Q2 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.