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

NewEdge 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 Q1	$568K	Buy	+12,024	New	+$571K	﹤0.01%	1886

Other funds holding BNDI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFG

Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors's BNDI Position: Q1 2026 in Review

NewEdge Advisors opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2026: 12,024 shares worth $568K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

NewEdge Advisors held 12,024 shares of NEOS Enhanced Income Aggregate Bond ETF worth $568K as of Q1 2026.
NEOS Enhanced Income Aggregate Bond ETF was a new NewEdge Advisors position in Q1 2026.
NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1886 holding.
30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.