SWM
CSHI icon

Spire Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Spire Wealth 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
Q1 		– Sell
-6,131
Closed -$305K – 2491
2024
Q4 		$305K Buy
+6,131
New +$306K 0.01% 699

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Spire Wealth Management's CSHI Position: Q1 2025 in Review

Spire Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2025, closing a stake of 6,131 shares — an estimated $305K sold.

Spire Wealth Management first reported a position in CSHI in Q4 2024 and held it in 1 quarter. The position peaked at $305K in Q4 2024. 84 funds tracked by Wall St. Rank hold CSHI as of Q1 2025.

  • Spire Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 6,131 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $305K.
  • Spire Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Spire Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $305K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.