BCI
BTCI

Brinker Capital Investments’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Brinker Capital Investments’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
-21,679
Closed -$954K – 2308
2025
Q4 		$954K Buy
21,679
+6,536
+43% +$336K 0.01% 1254
2025
Q3 		$900K Buy
+15,143
New +$930K 0.01% 1283

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 $3.23B AUM 15.3% 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

Brinker Capital Investments's BTCI Position: Q1 2026 in Review

Brinker Capital Investments sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 21,679 shares — an estimated $954K sold.

Brinker Capital Investments first reported a position in BTCI in Q3 2025 and held it in 2 quarters. The position peaked at $954K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Brinker Capital Investments reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 21,679 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $954K.
  • Brinker Capital Investments first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and held it in 2 quarters.
  • Brinker Capital Investments's NEOS Bitcoin High Income ETF position peaked at $954K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.