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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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $6.13B 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 $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

NewEdge Advisors's CSHI Position: Q1 2026 in Review

NewEdge Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 14% in Q1 2026, selling an estimated $930K and leaving 113,164 shares worth $5.63M. The position accounts for 0.02% of the portfolio, ranked #641.

NewEdge Advisors first reported a position in CSHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.56M in Q4 2025. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • NewEdge Advisors held 113,164 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $5.63M as of Q1 2026.
  • NewEdge Advisors sold 18,732 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $930K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #641 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 10 quarters since.
  • NewEdge Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $6.56M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.