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 Q3	$277K	Buy	5,556 +519	+10%	+$25.8K	0.01%	896
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

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

RPSA

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

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial's CSHI Position: Q3 2026 in Review

Krilogy Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 10% in Q3 2026, buying an estimated $25.8K and bringing the position to 5,556 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #896.

Krilogy Financial first reported a position in CSHI in Q3 2025 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 17 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Krilogy Financial held 5,556 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $277K as of Q3 2026.
Krilogy Financial bought 519 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $25.8K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #896 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 5 quarters since.
Krilogy Financial's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $334K in Q3 2025.
17 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.