AF
BTCI

Allworth Financial’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Allworth Financial’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 		$210K Buy
6,392
+814
+15% +$30.6K ﹤0.01% 1377
2025
Q4 		$246K Buy
5,578
+3,178
+132% +$164K ﹤0.01% 1243
2025
Q3 		$143K Buy
2,400
+1,100
+85% +$67.6K ﹤0.01% 1467
2025
Q2 		$77.6K Buy
+1,300
New +$73.8K ﹤0.01% 1683

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $3.94B AUM 18.64% 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

Allworth Financial's BTCI Position: Q1 2026 in Review

Allworth Financial increased its NEOS Bitcoin High Income ETF (BTCI) stake by 15% in Q1 2026, buying an estimated $30.6K and bringing the position to 6,392 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Allworth Financial first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Allworth Financial held 6,392 shares of NEOS Bitcoin High Income ETF worth $210K as of Q1 2026.
  • Allworth Financial bought 814 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $30.6K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1377 holding.
  • Allworth Financial first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's NEOS Bitcoin High Income ETF position peaked at $246K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.