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 Q3	$767K	Buy	15,429 +2,028	+15%	+$101K	0.01%	832
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 $468B AUM 17.69% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Kingsview Wealth Management's CSHI Position: Q3 2026 in Review

Kingsview Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 15% in Q3 2026, buying an estimated $101K and bringing the position to 15,429 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #832.

Kingsview Wealth Management first reported a position in CSHI in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.15M in Q3 2023. 126 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Kingsview Wealth Management held 15,429 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $767K as of Q3 2026.
Kingsview Wealth Management bought 2,028 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $101K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #832 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 7 quarters since.
Kingsview Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $2.15M in Q3 2023.
126 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.