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BOLTON SECURITIES CORPORATION’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$392K Sell
7,891
-8,139
-51% -$405K 0.01% 673
2026
Q2 		$798K Buy
+16,030
New +$798K 0.03% 465

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CSHI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 51% in Q3 2026, selling an estimated $405K and leaving 7,891 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #673.

BOLTON SECURITIES CORPORATION first reported a position in CSHI in Q2 2026 and has held it in 2 quarters since. The position peaked at $798K in Q2 2026. 101 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 7,891 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $392K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 8,139 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $405K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #673 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $798K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.