ADL
BTCI

Asset Dedication LLC’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Asset Dedication LLC’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 		$12K Buy
+445
New +$14.9K ﹤0.01% 757

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

Asset Dedication LLC's BTCI Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q2 2026: 445 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings.

54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Asset Dedication LLC held 445 shares of NEOS Bitcoin High Income ETF worth $12K as of Q2 2026.
  • NEOS Bitcoin High Income ETF was a new Asset Dedication LLC position in Q2 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #757 holding.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.