FWM
BTCI

Foguth Wealth Management’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Foguth Wealth Management’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 		– Sell
-6,849
Closed -$232K – 226
2026
Q1 		$232K Buy
+6,849
New +$257K 0.03% 191

Other funds holding BTCI

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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Foguth Wealth Management's BTCI Position: Q2 2026 in Review

Foguth Wealth Management sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 6,849 shares — an estimated $232K sold.

Foguth Wealth Management first reported a position in BTCI in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 9 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Foguth Wealth Management reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 6,849 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $232K.
  • Foguth Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q1 2026 and held it in 1 quarter.
  • Foguth Wealth Management's NEOS Bitcoin High Income ETF position peaked at $232K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.