Beam Wealth Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Beam Wealth 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
2026 Q3	$892K	Buy	+19,898	New	+$920K	0.19%	77

Other funds holding BNDI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return

Beam Wealth Advisors's BNDI Position: Q3 2026 in Review

Beam Wealth Advisors opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q3 2026: 19,898 shares worth $892K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings.

31 funds tracked by Wall St. Rank hold BNDI as of Q3 2026.

Beam Wealth Advisors held 19,898 shares of NEOS Enhanced Income Aggregate Bond ETF worth $892K as of Q3 2026.
NEOS Enhanced Income Aggregate Bond ETF was a new Beam Wealth Advisors position in Q3 2026.
NEOS Enhanced Income Aggregate Bond ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q3 2026, its #77 holding.
31 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.