MML Investors Services
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MML Investors Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

MML Investors Services’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 		$7.35M Buy
147,739
+2,185
+2% +$109K 0.02% 655
2025
Q4 		$7.24M Buy
145,554
+28,389
+24% +$1.41M 0.02% 706
2025
Q3 		$5.83M Sell
117,165
-28,795
-20% -$1.43M 0.02% 759
2025
Q2 		$7.26M Sell
145,960
-28,091
-16% -$1.4M 0.02% 652
2025
Q1 		$8.64M Buy
174,051
+6,699
+4% +$334K 0.03% 529
2024
Q4 		$8.34M Buy
167,352
+49,614
+42% +$2.48M 0.03% 502
2024
Q3 		$5.86M Buy
117,738
+29,899
+34% +$1.49M 0.02% 623
2024
Q2 		$4.37M Sell
87,839
-18,319
-17% -$913K 0.02% 696
2024
Q1 		$5.29M Buy
106,158
+89,452
+535% +$4.47M 0.02% 616
2023
Q4 		$834K Buy
+16,706
New +$835K ﹤0.01% 1468

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