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
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

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Estate Planners Group's BTCI Position: Q1 2026 in Review

Estate Planners Group increased its NEOS Bitcoin High Income ETF (BTCI) stake by 7% in Q1 2026, buying an estimated $334K and bringing the position to 135,470 shares worth $4.44M. The position accounts for 2.13% of the portfolio, ranked #15.

Estate Planners Group first reported a position in BTCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.57M in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Estate Planners Group held 135,470 shares of NEOS Bitcoin High Income ETF worth $4.44M as of Q1 2026.
  • Estate Planners Group bought 8,879 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $334K.
  • NEOS Bitcoin High Income ETF made up 2.13% of Estate Planners Group's portfolio in Q1 2026, its #15 holding.
  • Estate Planners Group first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's NEOS Bitcoin High Income ETF position peaked at $5.57M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.