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Legacy Investment Solutions’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$100 Buy
+2
New +$99 ﹤0.01% 738
2024
Q4 		$6.23K Sell
125
-58
-32% -$2.89K ﹤0.01% 354
2024
Q3 		$9.14K Buy
+183
New +$9.12K 0.01% 327

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Legacy Investment Solutions's CSHI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2025: 2 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CSHI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CSHI in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.14K in Q3 2024. 94 funds tracked by Wall St. Rank hold CSHI as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $100 as of Q2 2025.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Legacy Investment Solutions position in Q2 2025.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #738 holding.
  • Legacy Investment Solutions first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $9.14K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.