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Brinker Capital Investments’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Brinker Capital Investments’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 		– Sell
-9,021
Closed -$429K – 2028
2025
Q4 		$429K Buy
+9,021
New +$431K ﹤0.01% 1652

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 $671M AUM 22.71% 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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 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

Brinker Capital Investments's BNDI Position: Q1 2026 in Review

Brinker Capital Investments sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2026, closing a stake of 9,021 shares — an estimated $429K sold.

Brinker Capital Investments first reported a position in BNDI in Q4 2025 and held it in 1 quarter. The position peaked at $429K in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Brinker Capital Investments reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 9,021 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $429K.
  • Brinker Capital Investments first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's NEOS Enhanced Income Aggregate Bond ETF position peaked at $429K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.