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
Q3 		$1.4M Hold
28,109
– – 0.51% 38
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Unique Wealth Strategies's CSHI Position: Q3 2026 in Review

Unique Wealth Strategies held its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) position steady in Q3 2026 at 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 3 quarters since. 15 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • Unique Wealth Strategies held 28,109 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.4M as of Q3 2026.
  • Unique Wealth Strategies 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 0.51% of Unique Wealth Strategies's portfolio in Q3 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 3 quarters since.
  • 15 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.