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 Q2	$10.8M	Buy	216,871 +43,361	+25%	+$2.16M	0.12%	166
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Summit Financial's CSHI Position: Q2 2026 in Review

Summit Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 25% in Q2 2026, buying an estimated $2.16M and bringing the position to 216,871 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #166.

Summit Financial first reported a position in CSHI in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Summit Financial held 216,871 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $10.8M as of Q2 2026.
Summit Financial bought 43,361 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.16M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.12% of Summit Financial's portfolio in Q2 2026, its #166 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 4 quarters since.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.