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

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

Wealthcare Advisory Partners's CSHI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 5.2% in Q2 2026, selling an estimated $146K and leaving 53,886 shares worth $2.68M. The position accounts for 0.05% of the portfolio, ranked #294.

Wealthcare Advisory Partners first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.45M in Q3 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Wealthcare Advisory Partners held 53,886 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.68M as of Q2 2026.
Wealthcare Advisory Partners sold 2,928 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $146K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #294 holding.
Wealthcare Advisory Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Wealthcare Advisory Partners's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $3.45M in Q3 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.