EPG
BTCI

Estate Planners Group’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Estate Planners Group’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 		$4.32M Buy
160,966
+25,496
+19% +$854K 1.96% 16
2026
Q1 		$4.44M Buy
135,470
+8,879
+7% +$334K 2.13% 15
2025
Q4 		$5.57M Buy
+126,591
New +$6.51M 2.42% 12

Other funds holding BTCI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Estate Planners Group's BTCI Position: Q2 2026 in Review

Estate Planners Group increased its NEOS Bitcoin High Income ETF (BTCI) stake by 19% in Q2 2026, buying an estimated $854K and bringing the position to 160,966 shares worth $4.32M. The position accounts for 1.96% of the portfolio, ranked #16.

Estate Planners Group first reported a position in BTCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.57M in Q4 2025. 53 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Estate Planners Group held 160,966 shares of NEOS Bitcoin High Income ETF worth $4.32M as of Q2 2026.
  • Estate Planners Group bought 25,496 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $854K.
  • NEOS Bitcoin High Income ETF made up 1.96% of Estate Planners Group's portfolio in Q2 2026, its #16 holding.
  • Estate Planners Group first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's NEOS Bitcoin High Income ETF position peaked at $5.57M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.