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Integrated Wealth Concepts’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Integrated Wealth Concepts’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 		$81.2K Buy
+1,728
New +$81.4K ﹤0.01% 2981

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 $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 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

Integrated Wealth Concepts's BNDI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q2 2026: 1,728 shares worth $81.2K. The stake represents ﹤0.01% of the portfolio and ranks #2981 among its holdings.

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

  • Integrated Wealth Concepts held 1,728 shares of NEOS Enhanced Income Aggregate Bond ETF worth $81.2K as of Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2981 holding.
  • 32 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.