IA
BTCI

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

IFP 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 		$96.6K Buy
3,596
+1,953
+119% +$65.4K ﹤0.01% 2003
2026
Q1 		$53.9K Buy
1,643
+902
+122% +$33.9K ﹤0.01% 2198
2025
Q4 		$32.6K Buy
741
+573
+341% +$29.5K ﹤0.01% 2440
2025
Q3 		$9.98K Buy
168
+11
+7% +$676 ﹤0.01% 2901
2025
Q2 		$9.39K Buy
157
+10
+7% +$568 ﹤0.01% 2955
2025
Q1 		$7.32K Buy
+147
New +$8.52K ﹤0.01% 2682

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

IFP Advisors's BTCI Position: Q2 2026 in Review

IFP Advisors increased its NEOS Bitcoin High Income ETF (BTCI) stake by 119% in Q2 2026, buying an estimated $65.4K and bringing the position to 3,596 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

IFP Advisors first reported a position in BTCI in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • IFP Advisors held 3,596 shares of NEOS Bitcoin High Income ETF worth $96.6K as of Q2 2026.
  • IFP Advisors bought 1,953 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $65.4K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2003 holding.
  • IFP Advisors first reported a position in NEOS Bitcoin High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.