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Signature Estate & Investment Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Signature Estate & Investment 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 		– Sell
-9,529
Closed -$453K – 652
2025
Q4 		$453K Buy
+9,529
New +$456K 0.01% 403

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
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 $3.84B AUM 30.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's BNDI Position: Q1 2026 in Review

Signature Estate & Investment Advisors sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2026, closing a stake of 9,529 shares — an estimated $453K sold.

Signature Estate & Investment Advisors first reported a position in BNDI in Q4 2025 and held it in 1 quarter. The position peaked at $453K in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Signature Estate & Investment Advisors reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 9,529 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $453K.
  • Signature Estate & Investment Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $453K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.