FMP
BTCI

Financial Management Professionals’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Financial Management Professionals’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 		$5.88K Buy
219
+5
+2% +$167 ﹤0.01% 660
2026
Q1 		$7.01K Buy
214
+5
+2% +$188 ﹤0.01% 586
2025
Q4 		$9.2K Buy
+209
New +$10.8K ﹤0.01% 544
2025
Q3 		– Sell
-71
Closed -$4.24K – 1079
2025
Q2 		$4.24K Buy
71
+21
+42% +$1.19K ﹤0.01% 648
2025
Q1 		$2.5K Buy
+50
New +$2.9K ﹤0.01% 716

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Financial Management Professionals's BTCI Position: Q2 2026 in Review

Financial Management Professionals increased its NEOS Bitcoin High Income ETF (BTCI) stake by 2.3% in Q2 2026, buying an estimated $167 and bringing the position to 219 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Financial Management Professionals first reported a position in BTCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.2K in Q4 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Financial Management Professionals held 219 shares of NEOS Bitcoin High Income ETF worth $5.88K as of Q2 2026.
  • Financial Management Professionals bought 5 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $167.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #660 holding.
  • Financial Management Professionals first reported a position in NEOS Bitcoin High Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Financial Management Professionals's NEOS Bitcoin High Income ETF position peaked at $9.2K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.