DFA
BTCI

DHJJ Financial Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

DHJJ Financial Advisors’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 		$66 Hold
2
– – ﹤0.01% 1056
2025
Q4 		$89 Hold
2
– – ﹤0.01% 1004
2025
Q3 		$119 Buy
+2
New +$123 ﹤0.01% 951

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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

DHJJ Financial Advisors's BTCI Position: Q1 2026 in Review

DHJJ Financial Advisors held its NEOS Bitcoin High Income ETF (BTCI) position steady in Q1 2026 at 2 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

DHJJ Financial Advisors first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $119 in Q3 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • DHJJ Financial Advisors held 2 shares of NEOS Bitcoin High Income ETF worth $66 as of Q1 2026.
  • DHJJ Financial Advisors left its NEOS Bitcoin High Income ETF share count unchanged in Q1 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1056 holding.
  • DHJJ Financial Advisors first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • DHJJ Financial Advisors's NEOS Bitcoin High Income ETF position peaked at $119 in Q3 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.