Corient Private Wealth’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Corient Private Wealth’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	$720K	Sell	67,659 -77,299	-53%	-$2.91M	﹤0.01%	1832
2025 Q4	$6.38M	Buy	144,958 +65,917	+83%	+$3.39M	﹤0.01%	950
2025 Q3	$4.7M	Buy	79,041 +33,797	+75%	+$2.08M	0.01%	736
2025 Q2	$2.7M	Buy	+45,244	New	+$2.57M	﹤0.01%	913
2025 Q1	–	Sell	-21,860	Closed	-$1.29K	–	2472
2024 Q4	$1.29K	Buy	+21,860	New	+$1.28M	﹤0.01%	2340

Other funds holding BTCI

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

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 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 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

Corient Private Wealth's BTCI Position: Q1 2026 in Review

Corient Private Wealth reduced its NEOS Bitcoin High Income ETF (BTCI) stake by 53% in Q1 2026, selling an estimated $2.91M and leaving 67,659 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Corient Private Wealth first reported a position in BTCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.38M in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

Corient Private Wealth held 67,659 shares of NEOS Bitcoin High Income ETF worth $720K as of Q1 2026.
Corient Private Wealth sold 77,299 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $2.91M.
NEOS Bitcoin High Income ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1832 holding.
Corient Private Wealth first reported a position in NEOS Bitcoin High Income ETF in Q4 2024 and has held it in 5 quarters since.
Corient Private Wealth's NEOS Bitcoin High Income ETF position peaked at $6.38M in Q4 2025.
54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.