Valmark Advisers’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Valmark Advisers’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	$247K	Sell	4,965 -12,866	-72%	-$641K	﹤0.01%	669
2026 Q1	$888K	Buy	+17,831	New	+$886K	0.01%	371

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Valmark Advisers's CSHI Position: Q2 2026 in Review

Valmark Advisers reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 72% in Q2 2026, selling an estimated $641K and leaving 4,965 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Valmark Advisers first reported a position in CSHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $888K in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Valmark Advisers held 4,965 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $247K as of Q2 2026.
Valmark Advisers sold 12,866 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $641K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #669 holding.
Valmark Advisers 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.
Valmark Advisers's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $888K in Q1 2026.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.