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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Latitude Advisors's CSHI Position: Q2 2026 in Review

Latitude Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 10% in Q2 2026, selling an estimated $107K and leaving 18,376 shares worth $915K. The position accounts for 0.37% of the portfolio, ranked #66.

Latitude Advisors first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q1 2024. 57 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Latitude Advisors held 18,376 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $915K as of Q2 2026.
Latitude Advisors sold 2,144 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $107K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.37% of Latitude Advisors's portfolio in Q2 2026, its #66 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 11 quarters since.
Latitude Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $3.11M in Q1 2024.
57 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.