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Steward Partners Investment Advisory’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Steward Partners Investment Advisory’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 		$8.72K Sell
175
-1,925
-92% -$95.9K ﹤0.01% 3787
2026
Q1 		$105K Buy
2,100
+175
+9% +$8.69K ﹤0.01% 2352
2025
Q4 		$95.7K Buy
1,925
+1,072
+126% +$53.4K ﹤0.01% 2318
2025
Q3 		$42.4K Sell
853
-1,103
-56% -$54.9K ﹤0.01% 2690
2025
Q2 		$97.3K Buy
1,956
+102
+6% +$5.07K ﹤0.01% 2131
2025
Q1 		$92K Buy
+1,854
New +$92.3K ﹤0.01% 2059

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

Steward Partners Investment Advisory's CSHI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 92% in Q2 2026, selling an estimated $95.9K and leaving 175 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Steward Partners Investment Advisory first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $105K in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Steward Partners Investment Advisory held 175 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.72K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,925 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $95.9K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3787 holding.
  • Steward Partners Investment Advisory first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $105K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.