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%	-$2.3K	﹤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 $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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. 31 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.
31 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.