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S&A Financial Services’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

S&A Financial Services’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 		$768K Buy
15,410
+10,474
+212% +$522K 0.47% 45
2026
Q1 		$246K Buy
+4,936
New +$245K 0.17% 79

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

S&A Financial Services's CSHI Position: Q2 2026 in Review

S&A Financial Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 212% in Q2 2026, buying an estimated $522K and bringing the position to 15,410 shares worth $768K. The position accounts for 0.47% of the portfolio, ranked #45.

S&A Financial Services first reported a position in CSHI in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • S&A Financial Services held 15,410 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $768K as of Q2 2026.
  • S&A Financial Services bought 10,474 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $522K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.47% of S&A Financial Services's portfolio in Q2 2026, its #45 holding.
  • S&A Financial Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.