Envestnet Asset Management
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Envestnet Asset Management’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Envestnet Asset Management’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 		$2.78M Buy
+59,084
New +$2.78M ﹤0.01% 2913

Other funds holding BNDI

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CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 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
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management's BNDI Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q2 2026: 59,084 shares worth $2.78M. The stake represents ﹤0.01% of the portfolio and ranks #2913 among its holdings.

14 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Envestnet Asset Management held 59,084 shares of NEOS Enhanced Income Aggregate Bond ETF worth $2.78M as of Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF was a new Envestnet Asset Management position in Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2913 holding.
  • 14 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.