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Brookstone Capital Management’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Brookstone Capital Management’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
2025
Q3 		– Sell
-7,058
Closed -$334K – 1136
2025
Q2 		$334K Buy
7,058
+448
+7% +$20.9K ﹤0.01% 858
2025
Q1 		$311K Buy
+6,610
New +$310K ﹤0.01% 841

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Brookstone Capital Management's BNDI Position: Q3 2025 in Review

Brookstone Capital Management sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q3 2025, closing a stake of 7,058 shares — an estimated $334K sold.

Brookstone Capital Management first reported a position in BNDI in Q1 2025 and held it in 2 quarters. The position peaked at $334K in Q2 2025. 20 funds tracked by Wall St. Rank hold BNDI as of Q3 2025.

  • Brookstone Capital Management reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 7,058 NEOS Enhanced Income Aggregate Bond ETF shares in Q3 2025, an estimated $334K.
  • Brookstone Capital Management first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Brookstone Capital Management's NEOS Enhanced Income Aggregate Bond ETF position peaked at $334K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2025.

Based on Brookstone Capital Management's 13F filing for Q3 2025, filed 15 Oct 2025.