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

Occidental Asset 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
2026
Q2 		$541K Buy
10,854
+2,318
+27% +$115K 0.05% 186
2026
Q1 		$425K Buy
+8,536
New +$424K 0.05% 180

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

Occidental Asset Management's CSHI Position: Q2 2026 in Review

Occidental Asset Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 27% in Q2 2026, buying an estimated $115K and bringing the position to 10,854 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #186.

Occidental Asset Management first reported a position in CSHI in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Occidental Asset Management held 10,854 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $541K as of Q2 2026.
  • Occidental Asset Management bought 2,318 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $115K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.05% of Occidental Asset Management's portfolio in Q2 2026, its #186 holding.
  • Occidental Asset Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.