BWA
BTCI

Basecamp Wealth Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Basecamp Wealth Advisors’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
-323
Closed -$14.2K – 2194
2025
Q4 		$14.2K Buy
+323
New +$16.6K ﹤0.01% 876

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $71.1B AUM 128.96% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

Basecamp Wealth Advisors's BTCI Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 323 shares — an estimated $14.2K sold.

Basecamp Wealth Advisors first reported a position in BTCI in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 323 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $14.2K.
  • Basecamp Wealth Advisors first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's NEOS Bitcoin High Income ETF position peaked at $14.2K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.