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

WT Wealth 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
Q3 		– Sell
-44,621
Closed -$2.22M – 151
2026
Q2 		$2.22M Buy
44,621
+5,302
+13% +$264K 0.62% 52
2026
Q1 		$1.96M Sell
39,319
-2,449
-6% -$122K 0.58% 48
2025
Q4 		$2.08M Buy
41,768
+1,267
+3% +$63.1K 0.6% 45
2025
Q3 		$2.01M Buy
40,501
+1,146
+3% +$57.1K 0.58% 48
2025
Q2 		$1.96M Sell
39,355
-8,997
-19% -$447K 0.58% 47
2025
Q1 		$2.4M Sell
48,352
-39,870
-45% -$1.99M 0.78% 39
2024
Q4 		$4.4M Sell
88,222
-2,843
-3% -$142K 1.38% 20
2024
Q3 		$4.55M Sell
91,065
-133,555
-59% -$6.66M 1.45% 20
2024
Q2 		$11.2M Sell
224,620
-23,827
-10% -$1.19M 3.81% 2
2024
Q1 		$12.4M Buy
248,447
+7,998
+3% +$399K 4.42% 2
2023
Q4 		$12M Buy
240,449
+5,699
+2% +$285K 4.74% 2
2023
Q3 		$11.7M Buy
234,750
+13,512
+6% +$676K 5.02% 5
2023
Q2 		$11.1M Buy
+221,238
New +$11.1M 4.6% 6

Other funds holding CSHI

Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

WT Wealth Management's CSHI Position: Q3 2026 in Review

WT Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2026, closing a stake of 44,621 shares — an estimated $2.22M sold.

WT Wealth Management first reported a position in CSHI in Q2 2023 and held it in 13 quarters. The position peaked at $12.4M in Q1 2024. 42 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • WT Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
  • WT Wealth Management sold 44,621 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $2.22M.
  • WT Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and held it in 13 quarters.
  • WT Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $12.4M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.