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

HighTower 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	$811K	Sell	18,089 -1,893	-9%	-$87.5K	﹤0.01%	2402
2026 Q2	$940K	Buy	19,982 +918	+5%	+$43.2K	﹤0.01%	2280
2026 Q1	$900K	Buy	19,064 +801	+4%	+$38K	﹤0.01%	2262
2025 Q4	$869K	Buy	18,263 +1,416	+8%	+$67.7K	﹤0.01%	2227
2025 Q3	$802K	Buy	16,847 +186	+1%	+$8.8K	﹤0.01%	2264
2025 Q2	$789K	Buy	16,661 +531	+3%	+$24.7K	﹤0.01%	2178
2025 Q1	$760K	Buy	16,130 +2,362	+17%	+$111K	﹤0.01%	2155
2024 Q4	$642K	Buy	+13,768	New	+$654K	﹤0.01%	2282

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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Atomi Financial Group New York $3.9B AUM 21.8% 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

HighTower Advisors's BNDI Position: Q3 2026 in Review

HighTower Advisors reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 9.5% in Q3 2026, selling an estimated $87.5K and leaving 18,089 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

HighTower Advisors first reported a position in BNDI in Q4 2024 and has held it in 8 quarters since. The position peaked at $940K in Q2 2026. 18 funds tracked by Wall St. Rank hold BNDI as of Q3 2026.

HighTower Advisors held 18,089 shares of NEOS Enhanced Income Aggregate Bond ETF worth $811K as of Q3 2026.
HighTower Advisors sold 1,893 NEOS Enhanced Income Aggregate Bond ETF shares in Q3 2026, an estimated $87.5K.
NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2402 holding.
HighTower Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
HighTower Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $940K in Q2 2026.
18 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.