IAAG
BTCI

Innovative Asset Advisors Group’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Innovative Asset Advisors 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 		– Sell
-200
Closed -$6.56K – 1074
2026
Q1 		$6.56K Buy
+200
New +$7.52K ﹤0.01% 720

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

Innovative Asset Advisors Group's BTCI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 200 shares — an estimated $6.56K sold.

Innovative Asset Advisors Group first reported a position in BTCI in Q1 2026 and held it in 1 quarter. The position peaked at $6.56K in Q1 2026. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 200 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $6.56K.
  • Innovative Asset Advisors Group first reported a position in NEOS Bitcoin High Income ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's NEOS Bitcoin High Income ETF position peaked at $6.56K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.