FFA
BTCI

Farther Finance Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Farther Finance 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
Q2 		$529K Buy
19,703
+4,715
+31% +$158K ﹤0.01% 1526
2026
Q1 		$492K Buy
14,988
+477
+3% +$17.9K ﹤0.01% 1409
2025
Q4 		$639K Buy
+14,511
New +$747K 0.01% 1156

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's BTCI Position: Q2 2026 in Review

Farther Finance Advisors increased its NEOS Bitcoin High Income ETF (BTCI) stake by 31% in Q2 2026, buying an estimated $158K and bringing the position to 19,703 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Farther Finance Advisors first reported a position in BTCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $639K in Q4 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Farther Finance Advisors held 19,703 shares of NEOS Bitcoin High Income ETF worth $529K as of Q2 2026.
  • Farther Finance Advisors bought 4,715 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $158K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1526 holding.
  • Farther Finance Advisors first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's NEOS Bitcoin High Income ETF position peaked at $639K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.