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Kestra Private Wealth Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Kestra Private Wealth 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 		$1.88M Buy
37,776
+32,431
+607% +$1.62M 0.02% 619
2026
Q1 		$266K Buy
5,345
+54
+1% +$2.68K ﹤0.01% 1504
2025
Q4 		$263K Buy
+5,291
New +$263K ﹤0.01% 1481

Other funds holding CSHI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Kestra Private Wealth Services's CSHI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 607% in Q2 2026, buying an estimated $1.62M and bringing the position to 37,776 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #619.

Kestra Private Wealth Services first reported a position in CSHI in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Kestra Private Wealth Services held 37,776 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.88M as of Q2 2026.
  • Kestra Private Wealth Services bought 32,431 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.62M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #619 holding.
  • Kestra Private Wealth 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.
  • 52 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.