Purchases and Sales Made in Q4 2025 in Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI) during Q4 2025. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS ENHANCED INCOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135KNew |
N/A
|
135K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
34.9KNew |
N/A
|
34.9K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 367.64% |
N/A
|
40K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
19K+ 4.11% |
N/A
|
482K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.25KNew |
N/A
|
9.25K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.71K+ 56.63% |
N/A
|
24.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7.84K+ 102.85% |
N/A
|
15.5K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.55K+ 0.81% |
N/A
|
687K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.97K+ 2.2% |
N/A
|
184K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.14K+ 1.97% |
N/A
|
163K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.51K+ 13.6% |
N/A
|
21K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
831+ 3.04% |
N/A
|
28.2K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
160+ 2.78% |
N/A
|
5.91K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
37+ 0.19% |
N/A
|
19.3K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-6- 0.03% |
N/A
|
18K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.81K- 21.53% |
N/A
|
17.5K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-6.89K- 50.0% |
N/A
|
6.89K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.4K- 20.7% |
N/A
|
55K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-24.2K- 37.32% |
N/A
|
40.6K
$0
|
|