CSHI — NEOS ETF TRUST

Ownership history in Able Wealth Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in NEOS ETF TRUST (CSHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.13% (2025 Q3)
Avg. % of fund
1.54%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,245 +15,037 +13.2% 2.03% $6.4M $49.14
2025 Q3 ADDED 114,208 +96,494 +544.7% 2.13% $5.7M $48.53
2025 Q2 INITIATED 17,714 — — 0.44% $881K $47.92
% of Fund (quarterly)    CSHI price (monthly, adj. close)

Other funds also holding CSHI

As of 2025 Q4 — sorted by position size

Richard P Slaughter Associates Inc 3Y 7.16% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.68% MADDEN SECURITIES Corp 3Y 3.88% FSA Advisors, Inc. 3.81% Gainplan LLC 3Y 7Y 3.42% Bright Futures Wealth Management, LLC. 2.65% Precision Wealth Strategies, LLC 3Y 2.03% Owen LaRue, LLC 3Y 1.25% RiverTree Advisors, LLC 3Y 1.11% Cannon Advisors, Inc. 0.61%
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