SAM
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Secure Asset Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Secure Asset Management’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
Q4 		– Sell
-6,125
Closed -$304K – 348
2025
Q3 		$304K Buy
6,125
+2,008
+49% +$100K 0.05% 244
2025
Q2 		$205K Sell
4,117
-894
-18% -$44.4K 0.04% 301
2025
Q1 		$249K Sell
5,011
-975
-16% -$48.6K 0.05% 259
2024
Q4 		$298K Buy
5,986
+6
+0.1% +$299 0.05% 253
2024
Q3 		$298K Sell
5,980
-293
-5% -$14.6K 0.05% 251
2024
Q2 		$312K Sell
6,273
-293
-4% -$14.6K 0.06% 223
2024
Q1 		$327K Buy
6,566
+307
+5% +$15.3K 0.08% 172
2023
Q4 		$312K Buy
6,259
+2,183
+54% +$109K 0.08% 170
2023
Q3 		$203K Buy
+4,076
New +$204K 0.06% 207

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return