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Carter Financial Group’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Carter Financial Group’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 		$4.77M Buy
101,455
+1,538
+2% +$72.5K 2.47% 11
2026
Q1 		$4.72M Buy
99,917
+3,602
+4% +$171K 2.92% 10
2025
Q4 		$4.58M Buy
96,315
+5,899
+7% +$282K 2.72% 10
2025
Q3 		$4.3M Buy
90,416
+3,097
+4% +$147K 2.6% 10
2025
Q2 		$4.13M Buy
+87,319
New +$4.07M 2.7% 9

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
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 $103B AUM 28.65% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Carter Financial Group's BNDI Position: Q2 2026 in Review

Carter Financial Group increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 1.5% in Q2 2026, buying an estimated $72.5K and bringing the position to 101,455 shares worth $4.77M. The position accounts for 2.47% of the portfolio, ranked #11.

Carter Financial Group first reported a position in BNDI in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Carter Financial Group held 101,455 shares of NEOS Enhanced Income Aggregate Bond ETF worth $4.77M as of Q2 2026.
  • Carter Financial Group bought 1,538 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $72.5K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 2.47% of Carter Financial Group's portfolio in Q2 2026, its #11 holding.
  • Carter Financial Group first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.