CI
BTCI

CX Institutional’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

CX Institutional’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
-75
Closed -$3K – 1682
2025
Q4 		$3K Buy
+75
New +$3.86K ﹤0.01% 1341

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

CX Institutional's BTCI Position: Q1 2026 in Review

CX Institutional sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 75 shares — an estimated $3K sold.

CX Institutional first reported a position in BTCI in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • CX Institutional reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 75 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $3K.
  • CX Institutional first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's NEOS Bitcoin High Income ETF position peaked at $3K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.