Activest Wealth Management
BTCI icon

Activest Wealth Management’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Activest Wealth Management’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-62
Closed -$2.02K – 1518
2026
Q1 		$2.02K Buy
+62
New +$2.33K ﹤0.01% 954

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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Banco BTG Pactual
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Activest Wealth Management's BTCI Position: Q2 2026 in Review

Activest Wealth Management sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 62 shares — an estimated $2.02K sold.

Activest Wealth Management first reported a position in BTCI in Q1 2026 and held it in 1 quarter. The position peaked at $2.02K in Q1 2026. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Activest Wealth Management reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 62 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $2.02K.
  • Activest Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q1 2026 and held it in 1 quarter.
  • Activest Wealth Management's NEOS Bitcoin High Income ETF position peaked at $2.02K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.