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

Summit X LLC’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
Q3 		– Sell
-47,766
Closed -$2.38M – 46
2025
Q2 		$2.38M Buy
+47,766
New +$2.37M 0.44% 44

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Summit X LLC's CSHI Position: Q3 2025 in Review

Summit X LLC sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2025, closing a stake of 47,766 shares — an estimated $2.38M sold.

Summit X LLC first reported a position in CSHI in Q2 2025 and held it in 1 quarter. The position peaked at $2.38M in Q2 2025. 91 funds tracked by Wall St. Rank hold CSHI as of Q3 2025.

  • Summit X LLC reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 47,766 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $2.38M.
  • Summit X LLC first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $2.38M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.