CSHI β€” NEOS ETF TRUST

Ownership history in MADDEN SECURITIES Corp  Β·  3 quarters on record

This page tracks every 13F SEC filing in which MADDEN SECURITIES Corp 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.88% (2025 Q4)
πŸ“Š Avg. % of fund
2.01%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

MADDEN SECURITIES Corp Γ— CSHI AI Analytics

πŸ“‰ MADDEN SECURITIES Corp underperformed the S&P 500 by –16.5% annually on this CSHI position. Average cost basis: $48.81. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-16.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.5% ann.
2 quarters analyzed

πŸ’° Entry Quality
$48.81
+0.7% vs current ($49.14)

Best entry: $47.92 (2025 Q2)  Β·  Worst: $49.14 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ MADDEN SECURITIES Corp has been actively increasing its CSHI allocation β€” a bullish signal from insiders.
Currently 3.88% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CSHI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 256,030 +143,665 +127.9% 3.88% $12.7M $49.14
2025 Q3 ADDED 112,365 +86,500 +334.4% 1.71% $5.6M $48.53
2025 Q2 INITIATED 25,865 β€” β€” 0.43% $1.3M $47.92
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