Split Rock Private Trading & Wealth Management
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Split Rock Private Trading & Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Split Rock Private Trading & 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
2026
Q3 		$2.3M Buy
+46,330
New +$2.3M 1.55% 13

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's CSHI Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2026: 46,330 shares worth $2.3M. The stake represents 1.55% of the portfolio and ranks #13 among its holdings.

92 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 46,330 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.3M as of Q3 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Split Rock Private Trading & Wealth Management position in Q3 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 1.55% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #13 holding.
  • 92 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.