IFP Advisors
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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
Q3 		$121K Sell
3,582
-14
-0.4% -$426 ﹤0.01% 1846
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 		$10K 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 $378M AUM 15.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's BTCI Position: Q3 2026 in Review

IFP Advisors reduced its NEOS Bitcoin High Income ETF (BTCI) stake by 0.39% in Q3 2026, selling an estimated $426 and leaving 3,582 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

IFP Advisors first reported a position in BTCI in Q1 2025 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold BTCI as of Q3 2026.

  • IFP Advisors held 3,582 shares of NEOS Bitcoin High Income ETF worth $121K as of Q3 2026.
  • IFP Advisors sold 14 NEOS Bitcoin High Income ETF shares in Q3 2026, an estimated $426.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1846 holding.
  • IFP Advisors first reported a position in NEOS Bitcoin High Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.