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

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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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

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. 53 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.
  • 53 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.