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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
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 $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
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
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
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

Clearstead Advisors's BNDI Position: Q2 2026 in Review

Clearstead Advisors increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 3% in Q2 2026, buying an estimated $24.7K and bringing the position to 18,026 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #592.

Clearstead Advisors first reported a position in BNDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $982K in Q2 2025. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Clearstead Advisors held 18,026 shares of NEOS Enhanced Income Aggregate Bond ETF worth $848K as of Q2 2026.
  • Clearstead Advisors bought 524 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $24.7K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #592 holding.
  • Clearstead Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $982K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.