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

Ridgewood Investments’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 Q3	–	Sell	-900	Closed	-$44.8K	–	299
2025 Q2	$44.8K	Hold	900	–	–	0.02%	346
2025 Q1	$44.7K	Hold	900	–	–	0.02%	331
2024 Q4	$44.8K	Hold	900	–	–	0.02%	325
2024 Q3	$44.8K	Hold	900	–	–	0.02%	325
2024 Q2	$44.8K	Buy	+900	New	+$44.9K	0.02%	330
2023 Q3	–	Sell	-1,900	Closed	-$95.1K	–	296
2023 Q2	$95.1K	Hold	1,900	–	–	0.05%	245
2023 Q1	$95.3K	Buy	+1,900	New	+$95.2K	0.06%	260

Other funds holding CSHI

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Ridgewood Investments's CSHI Position: Q3 2025 in Review

Ridgewood Investments sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2025, closing a stake of 900 shares — an estimated $44.8K sold.

Ridgewood Investments first reported a position in CSHI in Q1 2023 and held it in 7 quarters. The position peaked at $95.3K in Q1 2023. 91 funds tracked by Wall St. Rank hold CSHI as of Q3 2025.

Ridgewood Investments reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 900 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $44.8K.
Ridgewood Investments first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $95.3K in Q1 2023.
91 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.