Mercer Global Advisors
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Mercer Global Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Mercer Global 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
Q1 		$1.75M Sell
35,137
-2,280
-6% -$113K ﹤0.01% 1256
2025
Q4 		$1.86M Sell
37,417
-19,208
-34% -$956K ﹤0.01% 1143
2025
Q3 		$2.82M Sell
56,625
-5,236
-8% -$261K ﹤0.01% 896
2025
Q2 		$3.08M Sell
61,861
-19,055
-24% -$946K 0.01% 726
2025
Q1 		$4.02M Sell
80,916
-364,217
-82% -$18.1M 0.01% 603
2024
Q4 		$22.2M Sell
445,133
-1,313
-0.3% -$65.5K 0.05% 194
2024
Q3 		$22.2M Buy
446,446
+50,780
+13% +$2.53M 0.05% 198
2024
Q2 		$413K Buy
395,666
+20,472
+5% +$1.02M ﹤0.01% 1403
2024
Q1 		$18.7M Buy
+375,194
New +$18.7M 0.05% 206

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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