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NewEdge Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

NewEdge Advisors’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 		$8.09M Buy
162,398
+49,234
+44% +$2.45M 0.02% 577
2026
Q1 		$5.63M Sell
113,164
-18,732
-14% -$930K 0.02% 641
2025
Q4 		$6.56M Buy
131,896
+59,829
+83% +$2.98M 0.02% 566
2025
Q3 		$3.58M Buy
72,067
+18,588
+35% +$925K 0.02% 757
2025
Q2 		$2.66M Sell
53,479
-1,285
-2% -$63.8K 0.01% 805
2025
Q1 		$2.72M Buy
54,764
+33,799
+161% +$1.68M 0.02% 732
2024
Q4 		$1.04M Buy
20,965
+727
+4% +$36.3K 0.01% 1136
2024
Q3 		$1.01M Sell
20,238
-5,050
-20% -$252K 0.01% 1100
2024
Q2 		$1.26M Buy
25,288
+4,529
+22% +$226K 0.01% 959
2024
Q1 		$1.03M Buy
20,759
+1,911
+10% +$95.4K 0.01% 988
2023
Q4 		$941K Buy
+18,848
New +$942K 0.01% 959

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

NewEdge Advisors's CSHI Position: Q2 2026 in Review

NewEdge Advisors increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 44% in Q2 2026, buying an estimated $2.45M and bringing the position to 162,398 shares worth $8.09M. The position accounts for 0.02% of the portfolio, ranked #577.

NewEdge Advisors first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • NewEdge Advisors held 162,398 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.09M as of Q2 2026.
  • NewEdge Advisors bought 49,234 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.45M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #577 holding.
  • NewEdge Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.