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VisionPoint Advisory Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

VisionPoint Advisory Group’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
2024
Q1 		– Sell
-369
Closed -$18.4K – 832
2023
Q4 		$18.4K Buy
369
+356
+2,738% +$17.8K 0.01% 363
2023
Q3 		$649 Buy
+13
New +$650 ﹤0.01% 621

Other funds holding CSHI

AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

VisionPoint Advisory Group's CSHI Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2024, closing a stake of 369 shares — an estimated $18.4K sold.

VisionPoint Advisory Group first reported a position in CSHI in Q3 2023 and held it in 2 quarters. The position peaked at $18.4K in Q4 2023. 51 funds tracked by Wall St. Rank hold CSHI as of Q1 2024.

  • VisionPoint Advisory Group reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 369 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $18.4K.
  • VisionPoint Advisory Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $18.4K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.