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Atomi Financial Group’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Atomi Financial Group’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
2026
Q1 		$1.17M Sell
24,840
-860
-3% -$40.8K 0.04% 385
2025
Q4 		$1.22M Buy
25,700
+13,801
+116% +$660K 0.04% 352
2025
Q3 		$566K Sell
11,899
-1,441
-11% -$68.2K 0.02% 604
2025
Q2 		$631K Buy
13,340
+1,655
+14% +$77.1K 0.02% 499
2025
Q1 		$550K Sell
11,685
-5,547
-32% -$260K 0.03% 498
2024
Q4 		$804K Buy
17,232
+1,389
+9% +$66K 0.04% 322
2024
Q3 		$771K Buy
15,843
+207
+1% +$9.97K 0.05% 305
2024
Q2 		$733K Buy
15,636
+1,434
+10% +$67.1K 0.05% 273
2024
Q1 		$674K Buy
+14,202
New +$676K 0.06% 255

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Atomi Financial Group's BNDI Position: Q1 2026 in Review

Atomi Financial Group reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 3.3% in Q1 2026, selling an estimated $40.8K and leaving 24,840 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #385.

Atomi Financial Group first reported a position in BNDI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Atomi Financial Group held 24,840 shares of NEOS Enhanced Income Aggregate Bond ETF worth $1.17M as of Q1 2026.
  • Atomi Financial Group sold 860 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $40.8K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #385 holding.
  • Atomi Financial Group first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's NEOS Enhanced Income Aggregate Bond ETF position peaked at $1.22M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.