Kingsview Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Kingsview Wealth Management’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	$668K	Buy	+13,401	New	+$667K	0.01%	875
2024 Q3	–	Sell	-5,847	Closed	-$291K	–	1106
2024 Q2	$291K	Sell	5,847 -4,048	-41%	-$202K	0.01%	849
2024 Q1	$493K	Sell	9,895 -30,455	-75%	-$1.52M	0.01%	667
2023 Q4	$2.01M	Sell	40,350 -2,731	-6%	-$137K	0.06%	277
2023 Q3	$2.15M	Buy	43,081 +30,933	+255%	+$1.55M	0.08%	267
2023 Q2	$608K	Buy	+12,148	New	+$609K	0.02%	544

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

Kingsview Wealth Management's CSHI Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 13,401 shares worth $668K. The stake represents 0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in CSHI as recently as Q2 2024.

Kingsview Wealth Management first reported a position in CSHI in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.15M in Q3 2023. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Kingsview Wealth Management held 13,401 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $668K as of Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Kingsview Wealth Management position in Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #875 holding.
Kingsview Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and has held it in 6 quarters since.
Kingsview Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $2.15M in Q3 2023.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.