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

Larson Financial Group’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 		$17.1K Buy
344
+4
+1% +$199 ﹤0.01% 2095
2026
Q1 		$16.9K Buy
340
+4
+1% +$199 ﹤0.01% 1939
2025
Q4 		$16.7K Buy
336
+4
+1% +$199 ﹤0.01% 1822
2025
Q3 		$16.5K Buy
332
+4
+1% +$199 ﹤0.01% 1752
2025
Q2 		$16.3K Buy
328
+5
+2% +$248 ﹤0.01% 1577
2025
Q1 		$16.1K Buy
323
+4
+1% +$199 ﹤0.01% 1450
2024
Q4 		$15.9K Buy
319
+4
+1% +$200 ﹤0.01% 1305
2024
Q3 		$15.7K Buy
315
+5
+2% +$249 ﹤0.01% 1303
2024
Q2 		$15.4K Buy
310
+4
+1% +$199 ﹤0.01% 1132
2024
Q1 		$15.2K Buy
306
+4
+1% +$200 ﹤0.01% 948
2023
Q4 		$15.1K Buy
+302
New +$15.1K ﹤0.01% 914

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

Larson Financial Group's CSHI Position: Q2 2026 in Review

Larson Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 1.2% in Q2 2026, buying an estimated $199 and bringing the position to 344 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Larson Financial Group first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Larson Financial Group held 344 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $17.1K as of Q2 2026.
  • Larson Financial Group bought 4 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $199.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2095 holding.
  • Larson Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.