Private Trust Company’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Private Trust Company’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	$199K	Buy	4,000 +2,000	+100%	+$99.6K	0.02%	819
2026 Q1	$99.6K	Hold	2,000	–	–	0.01%	1039
2025 Q4	$99.5K	Hold	2,000	–	–	0.01%	1024
2025 Q3	$99.4K	Hold	2,000	–	–	0.01%	1024
2025 Q2	$99.5K	Hold	2,000	–	–	0.01%	957
2025 Q1	$99.3K	Buy	+2,000	New	+$99.6K	0.01%	948

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Private Trust Company's CSHI Position: Q2 2026 in Review

Private Trust Company increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 100% in Q2 2026, buying an estimated $99.6K and bringing the position to 4,000 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #819.

Private Trust Company first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Private Trust Company held 4,000 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $199K as of Q2 2026.
Private Trust Company bought 2,000 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $99.6K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #819 holding.
Private Trust Company first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.