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

Trademark Financial 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
Q2 		$1.01M Buy
+20,212
New +$1.01M 0.41% 43

Other funds holding CSHI

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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Trademark Financial Management's CSHI Position: Q2 2026 in Review

Trademark Financial Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 20,212 shares worth $1.01M. The stake represents 0.41% of the portfolio and ranks #43 among its holdings.

59 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Trademark Financial Management held 20,212 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.01M as of Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Trademark Financial Management position in Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.41% of Trademark Financial Management's portfolio in Q2 2026, its #43 holding.
  • 59 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.