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AE Wealth Management’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

AE Wealth Management’s Portfolio BNDI Stock Details BNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-194
Closed -$9.05K – 2157
2024
Q4 		$9.05K Buy
+194
New +$9.21K ﹤0.01% 1856

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's BNDI Position: Q1 2025 in Review

AE Wealth Management sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2025, closing a stake of 194 shares — an estimated $9.05K sold.

AE Wealth Management first reported a position in BNDI in Q4 2024 and held it in 1 quarter. The position peaked at $9.05K in Q4 2024. 16 funds tracked by Wall St. Rank hold BNDI as of Q1 2025.

  • AE Wealth Management reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 194 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2025, an estimated $9.05K.
  • AE Wealth Management first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's NEOS Enhanced Income Aggregate Bond ETF position peaked at $9.05K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.