AssetMark Inc
BTCI

AssetMark Inc’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

AssetMark Inc’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 		– Sell
-18
Closed -$792 – 3619
2025
Q4 		$792 Buy
+18
New +$926 ﹤0.01% 3002

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OMC
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KWM
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AssetMark Inc's BTCI Position: Q1 2026 in Review

AssetMark Inc sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 18 shares — an estimated $792 sold.

AssetMark Inc first reported a position in BTCI in Q4 2025 and held it in 1 quarter. The position peaked at $792 in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • AssetMark Inc reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 18 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $792.
  • AssetMark Inc first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's NEOS Bitcoin High Income ETF position peaked at $792 in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.