Triumph Capital Management
CSHI icon

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

Triumph Capital 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
Q3 		$49.7K Hold
1,000
– – 0.01% 708
2026
Q2 		$49.8K Hold
1,000
– – 0.01% 680
2026
Q1 		$49.8K Hold
1,000
– – 0.01% 646
2025
Q4 		$49.7K Buy
+1,000
New +$49.8K 0.01% 618

Other funds holding CSHI

LPL Financial
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Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Triumph Capital Management's CSHI Position: Q3 2026 in Review

Triumph Capital Management held its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) position steady in Q3 2026 at 1,000 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #708.

Triumph Capital Management first reported a position in CSHI in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.8K in Q2 2026. 126 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Triumph Capital Management held 1,000 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $49.7K as of Q3 2026.
  • Triumph Capital Management left its NEOS Enhanced Income 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #708 holding.
  • Triumph Capital Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $49.8K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.