AWM
BTCI

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

AE 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 		$467K Buy
17,375
+2,207
+15% +$73.9K ﹤0.01% 1252
2026
Q1 		$497K Buy
15,168
+2,671
+21% +$100K ﹤0.01% 1114
2025
Q4 		$550K Buy
12,497
+11,907
+2,018% +$613K ﹤0.01% 1015
2025
Q3 		$35.1K Buy
+590
New +$36.2K ﹤0.01% 1789

Other funds holding BTCI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

AE Wealth Management increased its NEOS Bitcoin High Income ETF (BTCI) stake by 15% in Q2 2026, buying an estimated $73.9K and bringing the position to 17,375 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

AE Wealth Management first reported a position in BTCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $550K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • AE Wealth Management held 17,375 shares of NEOS Bitcoin High Income ETF worth $467K as of Q2 2026.
  • AE Wealth Management bought 2,207 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $73.9K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1252 holding.
  • AE Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's NEOS Bitcoin High Income ETF position peaked at $550K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.