IFG
BTCI

Independent Financial Group’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Independent Financial Group’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 		$754K Buy
28,069
+1,673
+6% +$56K 0.01% 808
2026
Q1 		$865K Buy
+26,396
New +$992K 0.02% 680
2025
Q4 		– Sell
-5,000
Closed -$297K – 1501
2025
Q3 		$297K Sell
5,000
-300
-6% -$18.4K 0.01% 1097
2025
Q2 		$316K Buy
+5,300
New +$301K 0.01% 1009

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 $77.5B AUM 27.94% 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 40.91% 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

Independent Financial Group's BTCI Position: Q2 2026 in Review

Independent Financial Group increased its NEOS Bitcoin High Income ETF (BTCI) stake by 6.3% in Q2 2026, buying an estimated $56K and bringing the position to 28,069 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #808.

Independent Financial Group first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $865K in Q1 2026. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Independent Financial Group held 28,069 shares of NEOS Bitcoin High Income ETF worth $754K as of Q2 2026.
  • Independent Financial Group bought 1,673 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $56K.
  • NEOS Bitcoin High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #808 holding.
  • Independent Financial Group first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Independent Financial Group's NEOS Bitcoin High Income ETF position peaked at $865K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.