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WealthPlan Investment Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

WealthPlan Investment Management’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 		$417K Buy
+8,362
New +$416K 0.02% 354

Other funds holding CSHI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

WealthPlan Investment Management's CSHI Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 8,362 shares worth $417K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

48 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • WealthPlan Investment Management held 8,362 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $417K as of Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new WealthPlan Investment Management position in Q2 2026.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #354 holding.
  • 48 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.