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

Napa Wealth Management’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
2025
Q3 		$696K Sell
14,002
-12,987
-48% -$647K 0.33% 73
2025
Q2 		$1.34M Sell
26,989
-127,782
-83% -$6.35M 0.64% 46
2025
Q1 		$7.68M Sell
154,771
-391,020
-72% -$19.5M 4.32% 2
2024
Q4 		$27.2M Sell
545,791
-372,724
-41% -$18.6M 11.75% 1
2024
Q3 		$45.7M Buy
+918,515
New +$45.8M 21.65% 1

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Napa Wealth Management's CSHI Position: Q3 2025 in Review

Napa Wealth Management reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 48% in Q3 2025, selling an estimated $647K and leaving 14,002 shares worth $696K. The position accounts for 0.33% of the portfolio, ranked #73.

Napa Wealth Management first reported a position in CSHI in Q3 2024 and has held it in 5 quarters since. The position peaked at $45.7M in Q3 2024. 91 funds tracked by Wall St. Rank hold CSHI as of Q3 2025.

  • Napa Wealth Management held 14,002 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $696K as of Q3 2025.
  • Napa Wealth Management sold 12,987 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $647K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.33% of Napa Wealth Management's portfolio in Q3 2025, its #73 holding.
  • Napa Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $45.7M in Q3 2024.
  • 91 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.