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Summit Financial’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Summit Financial’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
Q1 		$8.64M Buy
173,510
+37,354
+27% +$1.86M 0.11% 182
2025
Q4 		$6.77M Sell
136,156
-3,760
-3% -$187K 0.1% 198
2025
Q3 		$6.96M Buy
+139,916
New +$6.97M 0.11% 184

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Summit Financial's CSHI Position: Q1 2026 in Review

Summit Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 27% in Q1 2026, buying an estimated $1.86M and bringing the position to 173,510 shares worth $8.64M. The position accounts for 0.11% of the portfolio, ranked #182.

Summit Financial first reported a position in CSHI in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Summit Financial held 173,510 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $8.64M as of Q1 2026.
  • Summit Financial bought 37,354 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.86M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #182 holding.
  • Summit Financial first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.