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

Berger 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 		$581K Buy
12,359
+524
+4% +$24.7K 0.03% 281
2026
Q1 		$559K Buy
11,835
+1,312
+12% +$62.3K 0.03% 278
2025
Q4 		$500K Buy
10,523
+193
+2% +$9.23K 0.03% 293
2025
Q3 		$492K Buy
10,330
+1,082
+12% +$51.2K 0.03% 287
2025
Q2 		$438K Buy
9,248
+1,480
+19% +$69K 0.03% 282
2025
Q1 		$366K Buy
+7,768
New +$364K 0.03% 302

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
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

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

Berger Financial Group increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 4.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 12,359 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #281.

Berger Financial Group first reported a position in BNDI in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Berger Financial Group held 12,359 shares of NEOS Enhanced Income Aggregate Bond ETF worth $581K as of Q2 2026.
  • Berger Financial Group bought 524 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $24.7K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #281 holding.
  • Berger Financial Group first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

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