CIAS
BTCI

Capital Investment Advisory Services’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Capital Investment Advisory Services’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 		$36.3K Buy
1,353
+60
+5% +$2.01K ﹤0.01% 997
2026
Q1 		$42.4K Buy
1,293
+149
+13% +$5.6K ﹤0.01% 887
2025
Q4 		$50.4K Buy
+1,144
New +$58.9K ﹤0.01% 827
2025
Q3 		– Sell
-793
Closed -$47.4K – 1140
2025
Q2 		$47.4K Buy
+793
New +$45K ﹤0.01% 762

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Capital Investment Advisory Services's BTCI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its NEOS Bitcoin High Income ETF (BTCI) stake by 4.6% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,353 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Capital Investment Advisory Services first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.4K in Q4 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Capital Investment Advisory Services held 1,353 shares of NEOS Bitcoin High Income ETF worth $36.3K as of Q2 2026.
  • Capital Investment Advisory Services bought 60 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $2.01K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #997 holding.
  • Capital Investment Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Capital Investment Advisory Services's NEOS Bitcoin High Income ETF position peaked at $50.4K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.