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 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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B 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

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Madison Wealth Partners's CSHI Position: Q1 2026 in Review

Madison Wealth Partners reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 8.7% in Q1 2026, selling an estimated $51.5K and leaving 10,894 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #106.

Madison Wealth Partners first reported a position in CSHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q2 2024. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

Madison Wealth Partners held 10,894 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $542K as of Q1 2026.
Madison Wealth Partners sold 1,037 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $51.5K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.09% of Madison Wealth Partners's portfolio in Q1 2026, its #106 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 13 quarters since.
Madison Wealth Partners's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.86M in Q2 2024.
116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.