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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
Q2 		$1.21M Buy
25,757
+917
+4% +$43.2K 0.03% 408
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 $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Atomi Financial Group's BNDI Position: Q2 2026 in Review

Atomi Financial Group increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 3.7% in Q2 2026, buying an estimated $43.2K and bringing the position to 25,757 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #408.

Atomi Financial Group first reported a position in BNDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2025. 32 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Atomi Financial Group held 25,757 shares of NEOS Enhanced Income Aggregate Bond ETF worth $1.21M as of Q2 2026.
  • Atomi Financial Group bought 917 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $43.2K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #408 holding.
  • Atomi Financial Group first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's NEOS Enhanced Income Aggregate Bond ETF position peaked at $1.22M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.