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Orion Portfolio Solutions’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-25,394
Closed -$1.27M – 1899
2024
Q4 		$1.27M Sell
25,394
-46
-0.2% -$2.29K 0.01% 922
2024
Q3 		$1.27M Buy
+25,440
New +$1.27M 0.01% 920

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Orion Portfolio Solutions's CSHI Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 25,394 shares — an estimated $1.27M sold.

Orion Portfolio Solutions first reported a position in CSHI in Q3 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 25,394 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $1.27M.
  • Orion Portfolio Solutions first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.27M in Q3 2024.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.