UWS
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Unique Wealth Strategies’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Unique Wealth Strategies’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 		$1.4M Buy
28,109
+5,630
+25% +$280K 0.51% 38
2026
Q1 		$1.12M Buy
+22,479
New +$1.12M 0.45% 54

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Unique Wealth Strategies's CSHI Position: Q2 2026 in Review

Unique Wealth Strategies increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 25% in Q2 2026, buying an estimated $280K and bringing the position to 28,109 shares worth $1.4M. The position accounts for 0.51% of the portfolio, ranked #38.

Unique Wealth Strategies first reported a position in CSHI in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Unique Wealth Strategies held 28,109 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.4M as of Q2 2026.
  • Unique Wealth Strategies bought 5,630 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $280K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.51% of Unique Wealth Strategies's portfolio in Q2 2026, its #38 holding.
  • Unique Wealth Strategies first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 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 Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.