LPL Financial
CSHI icon

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

LPL 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
Q1 		$20.8M Buy
417,972
+93,002
+29% +$4.62M 0.01% 1447
2025
Q4 		$16.2M Buy
324,970
+4,005
+1% +$199K ﹤0.01% 1548
2025
Q3 		$16M Sell
320,965
-93,964
-23% -$4.68M ﹤0.01% 1508
2025
Q2 		$20.6M Buy
414,929
+95,259
+30% +$4.73M 0.01% 1231
2025
Q1 		$15.9M Buy
319,670
+150,191
+89% +$7.48M 0.01% 1303
2024
Q4 		$8.44M Buy
169,479
+30,047
+22% +$1.5M ﹤0.01% 1663
2024
Q3 		$6.94M Sell
139,432
-67,188
-33% -$3.35M ﹤0.01% 1733
2024
Q2 		$10.3M Buy
206,620
+61,147
+42% +$3.05M 0.01% 1360
2024
Q1 		$7.24M Buy
145,473
+82,340
+130% +$4.11M ﹤0.01% 1535
2023
Q4 		$3.15M Buy
+63,133
New +$3.16M ﹤0.01% 2041

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return