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

Wealthcare Advisory Partners’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	$2.68M	Sell	53,886 -2,928	-5%	-$146K	0.05%	294
2026 Q1	$2.83M	Buy	56,814 +1,821	+3%	+$90.5K	0.06%	288
2025 Q4	$2.73M	Sell	54,993 -14,355	-21%	-$714K	0.05%	287
2025 Q3	$3.45M	Buy	69,348 +10,372	+18%	+$516K	0.07%	222
2025 Q2	$2.93M	Buy	58,976 +53,635	+1,004%	+$2.66M	0.07%	245
2025 Q1	$265K	Buy	+5,341	New	+$266K	0.01%	784

Other funds holding CSHI

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

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return