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Retirement Planning Group (Kansas)’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Retirement Planning Group (Kansas)’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 		$95M Buy
2,012,440
+259,779
+15% +$12.3M 2.94% 12
2025
Q4 		$83.4M Buy
1,752,661
+134,768
+8% +$6.44M 2.74% 12
2025
Q3 		$77M Buy
1,617,893
+151,469
+10% +$7.17M 2.67% 12
2025
Q2 		$69.4M Buy
1,466,424
+95,679
+7% +$4.46M 2.95% 12
2025
Q1 		$64.6M Buy
1,370,745
+326,518
+31% +$15.3M 3.03% 12
2024
Q4 		$48.7M Buy
1,044,227
+516,845
+98% +$24.5M 2.45% 14
2024
Q3 		$25.7M Buy
+527,382
New +$25.4M 1.4% 20

Other funds holding BNDI

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
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
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

Retirement Planning Group (Kansas)'s BNDI Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 15% in Q1 2026, buying an estimated $12.3M and bringing the position to 2,012,440 shares worth $95M. The position accounts for 2.94% of the portfolio, ranked #12.

Retirement Planning Group (Kansas) first reported a position in BNDI in Q3 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Retirement Planning Group (Kansas) held 2,012,440 shares of NEOS Enhanced Income Aggregate Bond ETF worth $95M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 259,779 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $12.3M.
  • NEOS Enhanced Income Aggregate Bond ETF made up 2.94% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #12 holding.
  • Retirement Planning Group (Kansas) first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.