MOS
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MGO One Seven’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

MGO One Seven’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 		– Sell
-4,747
Closed -$236K – 1422
2025
Q4 		$236K Buy
+4,747
New +$236K ﹤0.01% 1232
2025
Q3 		– Sell
-7,051
Closed -$351K – 1342
2025
Q2 		$351K Sell
7,051
-6,744
-49% -$335K 0.01% 866
2025
Q1 		$685K Sell
13,795
-3,941
-22% -$196K 0.03% 540
2024
Q4 		$884K Buy
17,736
+1,493
+9% +$74.5K 0.03% 468
2024
Q3 		$809K Sell
16,243
-3,501
-18% -$174K 0.04% 455
2024
Q2 		$982K Buy
19,744
+595
+3% +$29.7K 0.05% 384
2024
Q1 		$954K Buy
19,149
+3,412
+22% +$170K 0.05% 360
2023
Q4 		$786K Sell
15,737
-2,180
-12% -$109K 0.05% 380
2023
Q3 		$894K Buy
+17,917
New +$897K 0.07% 293

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