CAL
BNDI icon

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
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 $3.23B 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

Capital Analysts LLC's BNDI Position: Q1 2026 in Review

Capital Analysts LLC increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 1.1% in Q1 2026, buying an estimated $665 and bringing the position to 1,296 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Capital Analysts LLC first reported a position in BNDI in Q2 2025 and has held it in 4 quarters since. The position peaked at $63K in Q3 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Capital Analysts LLC held 1,296 shares of NEOS Enhanced Income Aggregate Bond ETF worth $61K as of Q1 2026.
  • Capital Analysts LLC bought 14 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $665.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #903 holding.
  • Capital Analysts LLC first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Capital Analysts LLC's NEOS Enhanced Income Aggregate Bond ETF position peaked at $63K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.