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World Investment Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

World 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
2024
Q2 		– Sell
-6,975
Closed -$331K – 622
2024
Q1 		$331K Buy
+6,975
New +$332K 0.05% 290

Other funds holding BNDI

CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

World Investment Advisors's BNDI Position: Q2 2024 in Review

World Investment Advisors sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q2 2024, closing a stake of 6,975 shares — an estimated $331K sold.

World Investment Advisors first reported a position in BNDI in Q1 2024 and held it in 1 quarter. The position peaked at $331K in Q1 2024. 11 funds tracked by Wall St. Rank hold BNDI as of Q2 2024.

  • World Investment Advisors reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • World Investment Advisors sold 6,975 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2024, an estimated $331K.
  • World Investment Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • World Investment Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $331K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2024.

Based on World Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.