KF
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Krilogy Financial’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Krilogy Financial’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 		$251K Sell
5,037
-737
-13% -$36.7K 0.01% 887
2026
Q1 		$287K Buy
5,774
+307
+6% +$15.2K 0.01% 751
2025
Q4 		$271K Sell
5,467
-1,242
-19% -$61.8K 0.01% 765
2025
Q3 		$334K Buy
+6,709
New +$334K 0.01% 645

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Krilogy Financial's CSHI Position: Q2 2026 in Review

Krilogy Financial reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 13% in Q2 2026, selling an estimated $36.7K and leaving 5,037 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #887.

Krilogy Financial first reported a position in CSHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Krilogy Financial held 5,037 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $251K as of Q2 2026.
  • Krilogy Financial sold 737 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $36.7K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #887 holding.
  • Krilogy Financial first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $334K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.