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Prevail Innovative Wealth Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Prevail Innovative Wealth 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 		$2M Buy
+42,304
New +$2.01M 0.34% 102

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
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
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BNDI Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2026: 42,304 shares worth $2M. The stake represents 0.34% of the portfolio and ranks #102 among its holdings.

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

  • Prevail Innovative Wealth Advisors held 42,304 shares of NEOS Enhanced Income Aggregate Bond ETF worth $2M as of Q1 2026.
  • NEOS Enhanced Income Aggregate Bond ETF was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.34% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.