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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
Q2 		$363K Sell
7,725
-4,299
-36% -$203K ﹤0.01% 2342
2026
Q1 		$568K Buy
+12,024
New +$571K ﹤0.01% 1886

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

NewEdge Advisors's BNDI Position: Q2 2026 in Review

NewEdge Advisors reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 36% in Q2 2026, selling an estimated $203K and leaving 7,725 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

NewEdge Advisors first reported a position in BNDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $568K in Q1 2026. 32 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • NewEdge Advisors held 7,725 shares of NEOS Enhanced Income Aggregate Bond ETF worth $363K as of Q2 2026.
  • NewEdge Advisors sold 4,299 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $203K.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2342 holding.
  • NewEdge Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $568K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.