SAI
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Savvy Advisors Inc’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Savvy Advisors Inc’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 		– Sell
-6,099
Closed -$304K – 1279
2026
Q1 		$304K Sell
6,099
-790
-11% -$39.2K 0.01% 865
2025
Q4 		$343K Sell
6,889
-6,888
-50% -$343K 0.01% 721
2025
Q3 		$685K Buy
+13,777
New +$686K 0.03% 349

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

Savvy Advisors Inc's CSHI Position: Q2 2026 in Review

Savvy Advisors Inc sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026, closing a stake of 6,099 shares — an estimated $304K sold.

Savvy Advisors Inc first reported a position in CSHI in Q3 2025 and held it in 3 quarters. The position peaked at $685K in Q3 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Savvy Advisors Inc reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,099 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $304K.
  • Savvy Advisors Inc first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and held it in 3 quarters.
  • Savvy Advisors Inc's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $685K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.