Madison Wealth Partners’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Madison Wealth Partners’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	$644K	Buy	12,919 +2,025	+19%	+$101K	0.08%	128
2026 Q1	$542K	Sell	10,894 -1,037	-9%	-$51.5K	0.09%	106
2025 Q4	$593K	Sell	11,931 -1,546	-11%	-$76.9K	0.11%	90
2025 Q3	$670K	Sell	13,477 -48	-0.4%	-$2.39K	0.13%	78
2025 Q2	$673K	Sell	13,525 -8,112	-37%	-$403K	0.15%	73
2025 Q1	$1.07M	Sell	21,637 -7,935	-27%	-$395K	0.27%	46
2024 Q4	$1.47M	Sell	29,572 -2,383	-7%	-$119K	0.41%	35
2024 Q3	$1.59M	Sell	31,955 -5,337	-14%	-$266K	0.47%	30
2024 Q2	$1.86M	Buy	37,292 +11,106	+42%	+$554K	0.64%	24
2024 Q1	$1.3M	Sell	26,186 -5,286	-17%	-$264K	0.47%	28
2023 Q4	$1.57M	Buy	31,472 +12,430	+65%	+$622K	0.62%	25
2023 Q3	$950K	Buy	19,042 +14,093	+285%	+$705K	0.48%	26
2023 Q2	$248K	Sell	4,949 -13	-0.3%	-$652	0.12%	79
2023 Q1	$249K	Buy	+4,962	New	+$249K	0.13%	74

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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 $506M AUM 14.83% 1-Year Est. Return

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

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

Madison Wealth Partners's CSHI Position: Q2 2026 in Review

Madison Wealth Partners increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 19% in Q2 2026, buying an estimated $101K and bringing the position to 12,919 shares worth $644K. The position accounts for 0.08% of the portfolio, ranked #128.

Madison Wealth Partners first reported a position in CSHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Madison Wealth Partners held 12,919 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $644K as of Q2 2026.
Madison Wealth Partners bought 2,025 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $101K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.08% of Madison Wealth Partners's portfolio in Q2 2026, its #128 holding.
Madison Wealth Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Madison Wealth Partners's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.86M in Q2 2024.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.