Carson Wealth (CWM LLC)’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Carson Wealth (CWM 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	$255K	Buy	5,399 +16	+0.3%	+$760	﹤0.01%	2516
2025 Q4	$256K	Buy	5,383 +4,176	+346%	+$200K	﹤0.01%	2366
2025 Q3	$57K	Buy	1,207 +16	+1%	+$757	﹤0.01%	3420
2025 Q2	$56K	Buy	+1,191	New	+$55.5K	﹤0.01%	3182

Other funds holding BNDI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BNDI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 0.3% in Q1 2026, buying an estimated $760 and bringing the position to 5,399 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Carson Wealth (CWM LLC) first reported a position in BNDI in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

Carson Wealth (CWM LLC) held 5,399 shares of NEOS Enhanced Income Aggregate Bond ETF worth $255K as of Q1 2026.
Carson Wealth (CWM LLC) bought 16 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $760.
NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2516 holding.
Carson Wealth (CWM LLC) first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s NEOS Enhanced Income Aggregate Bond ETF position peaked at $256K in Q4 2025.
30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.