BFG
BTCI

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

Berger Financial Group’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
-5,046
Closed -$222K – 506
2025
Q4 		$222K Hold
5,046
– – 0.01% 433
2025
Q3 		$300K Hold
5,046
– – 0.02% 356
2025
Q2 		$301K Buy
+5,046
New +$287K 0.02% 336

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

Berger Financial Group's BTCI Position: Q1 2026 in Review

Berger Financial Group sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 5,046 shares — an estimated $222K sold.

Berger Financial Group first reported a position in BTCI in Q2 2025 and held it in 3 quarters. The position peaked at $301K in Q2 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Berger Financial Group reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 5,046 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $222K.
  • Berger Financial Group first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and held it in 3 quarters.
  • Berger Financial Group's NEOS Bitcoin High Income ETF position peaked at $301K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.