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Capital Analysts LLC’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Capital Analysts LLC’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 		$60K Sell
1,277
-19
-1% -$895 ﹤0.01% 948
2026
Q1 		$61K Buy
1,296
+14
+1% +$665 ﹤0.01% 903
2025
Q4 		$61K Sell
1,282
-48
-4% -$2.29K ﹤0.01% 876
2025
Q3 		$63K Buy
1,330
+35
+3% +$1.66K ﹤0.01% 838
2025
Q2 		$61K Buy
+1,295
New +$60.3K ﹤0.01% 771

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 $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

Capital Analysts LLC's BNDI Position: Q2 2026 in Review

Capital Analysts LLC reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 1.5% in Q2 2026, selling an estimated $895 and leaving 1,277 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Capital Analysts LLC first reported a position in BNDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $63K in Q3 2025. 32 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Capital Analysts LLC held 1,277 shares of NEOS Enhanced Income Aggregate Bond ETF worth $60K as of Q2 2026.
  • Capital Analysts LLC sold 19 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $895.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #948 holding.
  • Capital Analysts LLC first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's NEOS Enhanced Income Aggregate Bond ETF position peaked at $63K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.