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
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

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AE Wealth Management's BTCI Position: Q1 2026 in Review

AE Wealth Management increased its NEOS Bitcoin High Income ETF (BTCI) stake by 21% in Q1 2026, buying an estimated $100K and bringing the position to 15,168 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

AE Wealth Management first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • AE Wealth Management held 15,168 shares of NEOS Bitcoin High Income ETF worth $497K as of Q1 2026.
  • AE Wealth Management bought 2,671 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $100K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1114 holding.
  • AE Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 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 Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.