Clearstead Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Clearstead Advisors’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 Q3	$828K	Buy	18,450 +424	+2%	+$19.6K	0.01%	603
2026 Q2	$848K	Buy	18,026 +524	+3%	+$24.7K	0.01%	592
2026 Q1	$826K	Buy	17,502 +987	+6%	+$46.9K	0.01%	579
2025 Q4	$785K	Sell	16,515 -19	-0.1%	-$908	0.01%	533
2025 Q3	$787K	Sell	16,534 -4,221	-20%	-$200K	0.01%	513
2025 Q2	$982K	Buy	20,755 +396	+2%	+$18.5K	0.01%	448
2025 Q1	$959K	Buy	+20,359	New	+$955K	0.01%	422

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 $468B AUM 17.69% 1-Year Est. Return

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

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

TBH Global Asset Management Brentwood, Tennessee $571M AUM 20.57% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clearstead Advisors's BNDI Position: Q3 2026 in Review

Clearstead Advisors increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 2.4% in Q3 2026, buying an estimated $19.6K and bringing the position to 18,450 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #603.

Clearstead Advisors first reported a position in BNDI in Q1 2025 and has held it in 7 quarters since. The position peaked at $982K in Q2 2025. 16 funds tracked by Wall St. Rank hold BNDI as of Q3 2026.

Clearstead Advisors held 18,450 shares of NEOS Enhanced Income Aggregate Bond ETF worth $828K as of Q3 2026.
Clearstead Advisors bought 424 NEOS Enhanced Income Aggregate Bond ETF shares in Q3 2026, an estimated $19.6K.
NEOS Enhanced Income Aggregate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q3 2026, its #603 holding.
Clearstead Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Clearstead Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $982K in Q2 2025.
16 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.