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Aptus Capital Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Aptus Capital Advisors’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
2024
Q3 		– Sell
-377
Closed -$17.7K – 1239
2024
Q2 		$17.7K Hold
377
– – ﹤0.01% 984
2024
Q1 		$17.9K Buy
+377
New +$18K ﹤0.01% 984

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
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
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Aptus Capital Advisors's BNDI Position: Q3 2024 in Review

Aptus Capital Advisors sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q3 2024, closing a stake of 377 shares — an estimated $17.7K sold.

Aptus Capital Advisors first reported a position in BNDI in Q1 2024 and held it in 2 quarters. The position peaked at $17.9K in Q1 2024. 12 funds tracked by Wall St. Rank hold BNDI as of Q3 2024.

  • Aptus Capital Advisors reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 377 NEOS Enhanced Income Aggregate Bond ETF shares in Q3 2024, an estimated $17.7K.
  • Aptus Capital Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $17.9K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.