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

Waverly Advisors’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
Q1 		– Sell
-5,038
Closed -$251K – 1633
2025
Q4 		$251K Sell
5,038
-1,201
-19% -$59.8K ﹤0.01% 1290
2025
Q3 		$310K Sell
6,239
-1,495
-19% -$74.4K ﹤0.01% 1028
2025
Q2 		$385K Sell
7,734
-907
-10% -$45K ﹤0.01% 887
2025
Q1 		$429K Buy
8,641
+1,000
+13% +$49.8K 0.01% 820
2024
Q4 		$381K Hold
7,641
– – 0.01% 752
2024
Q3 		$381K Hold
7,641
– – 0.01% 631
2024
Q2 		$380K Buy
+7,641
New +$381K 0.01% 623

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Waverly Advisors's CSHI Position: Q1 2026 in Review

Waverly Advisors sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2026, closing a stake of 5,038 shares — an estimated $251K sold.

Waverly Advisors first reported a position in CSHI in Q2 2024 and held it in 7 quarters. The position peaked at $429K in Q1 2025. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

  • Waverly Advisors reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 5,038 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $251K.
  • Waverly Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and held it in 7 quarters.
  • Waverly Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $429K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.