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

DHJJ Financial 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 		$2.59K Hold
55
– – ﹤0.01% 727
2026
Q1 		$2.6K Hold
55
– – ﹤0.01% 722
2025
Q4 		$2.62K Hold
55
– – ﹤0.01% 693
2025
Q3 		$2.62K Hold
55
– – ﹤0.01% 672
2025
Q2 		$2.6K Hold
55
– – ﹤0.01% 664
2025
Q1 		$2.59K Hold
55
– – ﹤0.01% 624
2024
Q4 		$2.57K Hold
55
– – ﹤0.01% 597
2024
Q3 		$2.68K Buy
55
+13
+31% +$626 ﹤0.01% 585
2024
Q2 		$1.97K Buy
42
+32
+320% +$1.5K ﹤0.01% 558
2024
Q1 		$475 Buy
+10
New +$476 ﹤0.01% 650

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
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

DHJJ Financial Advisors's BNDI Position: Q2 2026 in Review

DHJJ Financial Advisors held its NEOS Enhanced Income Aggregate Bond ETF (BNDI) position steady in Q2 2026 at 55 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

DHJJ Financial Advisors first reported a position in BNDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.68K in Q3 2024. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • DHJJ Financial Advisors held 55 shares of NEOS Enhanced Income Aggregate Bond ETF worth $2.59K as of Q2 2026.
  • DHJJ Financial Advisors left its NEOS Enhanced Income Aggregate Bond ETF share count unchanged in Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #727 holding.
  • DHJJ Financial Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • DHJJ Financial Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $2.68K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.