PWS
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Precision Wealth Strategies’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Precision Wealth Strategies’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 		$8.51M Buy
170,897
+45,051
+36% +$2.24M 2.82% 7
2025
Q4 		$6.26M Buy
125,846
+19,579
+18% +$974K 2.03% 11
2025
Q3 		$5.28M Sell
106,267
-8,953
-8% -$446K 1.71% 12
2025
Q2 		$5.73M Buy
115,220
+11,428
+11% +$568K 1.86% 11
2025
Q1 		$5.15M Sell
103,792
-4,241
-4% -$211K 3.94% 5
2024
Q4 		$5.38M Buy
108,033
+37,366
+53% +$1.86M 4.16% 4
2024
Q3 		$3.52M Sell
70,667
-7,100
-9% -$354K 3.26% 5
2024
Q2 		$3.87M Sell
77,767
-65,330
-46% -$3.26M 4% 4
2024
Q1 		$7.13M Sell
143,097
-215,349
-60% -$10.8M 6.74% 3
2023
Q4 		$17.9M Buy
358,446
+254,562
+245% +$12.7M 17.39% 2
2023
Q3 		$5.18M Buy
+103,884
New +$5.2M 5.62% 4

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $504M 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 $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B 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 $261M AUM 32.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return