Latitude Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Latitude Advisors’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	$982K	Buy	19,759 +1,383	+8%	+$68.8K	0.3%	64
2026 Q2	$915K	Sell	18,376 -2,144	-10%	-$107K	0.37%	66
2026 Q1	$1.02M	Sell	20,520 -653	-3%	-$32.4K	0.47%	56
2025 Q4	$1.05M	Sell	21,173 -1,951	-8%	-$97.1K	0.46%	56
2025 Q3	$1.15M	Sell	23,124 -4,090	-15%	-$204K	0.52%	43
2025 Q2	$1.35M	Sell	27,214 -1,674	-6%	-$83.1K	0.68%	31
2025 Q1	$1.43M	Sell	28,888 -3,525	-11%	-$176K	0.83%	25
2024 Q4	$1.61M	Sell	32,413 -14,904	-31%	-$744K	0.91%	22
2024 Q3	$2.36M	Sell	47,317 -5,872	-11%	-$293K	1.33%	13
2024 Q2	$2.65M	Sell	53,189 -9,316	-15%	-$464K	1.62%	10
2024 Q1	$3.11M	Buy	62,505 +38,105	+156%	+$1.9M	1.95%	8
2023 Q4	$1.22M	Buy	+24,400	New	+$1.22M	0.86%	25

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

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

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Latitude Advisors's CSHI Position: Q3 2026 in Review

Latitude Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 7.5% in Q3 2026, buying an estimated $68.8K and bringing the position to 19,759 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #64.

Latitude Advisors first reported a position in CSHI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q1 2024. 92 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Latitude Advisors held 19,759 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $982K as of Q3 2026.
Latitude Advisors bought 1,383 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $68.8K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.3% of Latitude Advisors's portfolio in Q3 2026, its #64 holding.
Latitude Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 12 quarters since.
Latitude Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $3.11M in Q1 2024.
92 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.