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

Osaic Holdings’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 		$770K Buy
15,458
+5,442
+54% +$271K ﹤0.01% 3266
2026
Q1 		$499K Sell
10,016
-9,232
-48% -$459K ﹤0.01% 3353
2025
Q4 		$957K Sell
19,248
-8,458
-31% -$421K ﹤0.01% 2745
2025
Q3 		$1.38M Sell
27,706
-1,009
-4% -$50.2K ﹤0.01% 2509
2025
Q2 		$1.43M Sell
28,715
-218,036
-88% -$10.8M ﹤0.01% 2201
2025
Q1 		$12.2M Sell
246,751
-6,800
-3% -$339K 0.03% 603
2024
Q4 		$12.6M Sell
253,551
-33,777
-12% -$1.69M 0.03% 568
2024
Q3 		$14.3M Sell
287,328
-17,502
-6% -$872K 0.03% 529
2024
Q2 		$15.2M Buy
304,830
+76,610
+34% +$3.82M 0.04% 488
2024
Q1 		$11.4M Sell
228,220
-4,200
-2% -$210K 0.03% 624
2023
Q4 		$11.6M Sell
232,420
-3,750
-2% -$188K 0.02% 710
2023
Q3 		$11.8M Buy
236,170
+183,895
+352% +$9.2M 0.02% 788
2023
Q2 		$2.62M Buy
52,275
+42,975
+462% +$2.16M ﹤0.01% 1645
2023
Q1 		$466K Buy
+9,300
New +$466K ﹤0.01% 3158

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

Osaic Holdings's CSHI Position: Q2 2026 in Review

Osaic Holdings increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 54% in Q2 2026, buying an estimated $271K and bringing the position to 15,458 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Osaic Holdings first reported a position in CSHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.2M in Q2 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Osaic Holdings held 15,458 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $770K as of Q2 2026.
  • Osaic Holdings bought 5,442 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $271K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3266 holding.
  • Osaic Holdings first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
  • Osaic Holdings's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $15.2M in Q2 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.