Nations Financial Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Nations Financial Group’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 Q2	$1.02M	Buy	20,405 +13,823	+210%	+$688K	0.05%	371
2026 Q1	$328K	Buy	6,582 +900	+16%	+$44.7K	0.02%	634
2025 Q4	$283K	Hold	5,682	–	–	0.01%	647
2025 Q3	$283K	Sell	5,682 -1,612	-22%	-$80.3K	0.02%	606
2025 Q2	$363K	Buy	+7,294	New	+$362K	0.02%	520

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPWA

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

RPSA

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Nations Financial Group's CSHI Position: Q2 2026 in Review

Nations Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 210% in Q2 2026, buying an estimated $688K and bringing the position to 20,405 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #371.

Nations Financial Group first reported a position in CSHI in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Nations Financial Group held 20,405 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.02M as of Q2 2026.
Nations Financial Group bought 13,823 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $688K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #371 holding.
Nations Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.