Tucker Asset Management’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Tucker Asset Management’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
2025 Q4	$11.3K	Buy	+238	New	+$11.4K	﹤0.01%	551

Other funds holding BNDI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Tucker Asset Management's BNDI Position: Q4 2025 in Review

Tucker Asset Management opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q4 2025: 238 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

29 funds tracked by Wall St. Rank hold BNDI as of Q4 2025.

Tucker Asset Management held 238 shares of NEOS Enhanced Income Aggregate Bond ETF worth $11.3K as of Q4 2025.
NEOS Enhanced Income Aggregate Bond ETF was a new Tucker Asset Management position in Q4 2025.
NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #551 holding.
29 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.