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

Newbridge Financial Services 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
2024 Q4	–	Sell	-299	Closed	-$14.9K	–	1150
2024 Q3	$14.9K	Sell	299 -28,957	-99%	-$1.44M	0.01%	392
2024 Q2	$1.46M	Buy	29,256 +1,443	+5%	+$71.9K	0.54%	40
2024 Q1	$1.39M	Buy	27,813 +4,762	+21%	+$238K	0.6%	29
2023 Q4	$1.15M	Buy	23,051 +10,694	+87%	+$535K	0.56%	30
2023 Q3	$616K	Buy	12,357 +327	+3%	+$16.4K	0.31%	65
2023 Q2	$602K	Buy	12,030 +6,865	+133%	+$344K	0.29%	67
2023 Q1	$259K	Buy	+5,165	New	+$259K	0.14%	153

Other funds holding CSHI

RPSA

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

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Newbridge Financial Services Group's CSHI Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q4 2024, closing a stake of 299 shares — an estimated $14.9K sold.

Newbridge Financial Services Group first reported a position in CSHI in Q1 2023 and held it in 7 quarters. The position peaked at $1.46M in Q2 2024. 79 funds tracked by Wall St. Rank hold CSHI as of Q4 2024.

Newbridge Financial Services Group reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 299 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $14.9K.
Newbridge Financial Services Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and held it in 7 quarters.
Newbridge Financial Services Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.46M in Q2 2024.
79 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.