RPGK
BNDI icon

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
Q2 		$106M Buy
2,256,448
+244,008
+12% +$11.5M 2.7% 12
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 $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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BNDI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 12% in Q2 2026, buying an estimated $11.5M and bringing the position to 2,256,448 shares worth $106M. The position accounts for 2.7% of the portfolio, ranked #12.

Retirement Planning Group (Kansas) first reported a position in BNDI in Q3 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,256,448 shares of NEOS Enhanced Income Aggregate Bond ETF worth $106M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 244,008 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $11.5M.
  • NEOS Enhanced Income Aggregate Bond ETF made up 2.7% of Retirement Planning Group (Kansas)'s portfolio in Q2 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 8 quarters since.
  • 32 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.