IWC
BTCI

Integrated Wealth Concepts’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Integrated Wealth Concepts’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 		$23.6K Buy
+877
New +$29.4K ﹤0.01% 3952

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 28.19% 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

Integrated Wealth Concepts's BTCI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q2 2026: 877 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #3952 among its holdings.

54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Integrated Wealth Concepts held 877 shares of NEOS Bitcoin High Income ETF worth $23.6K as of Q2 2026.
  • NEOS Bitcoin High Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3952 holding.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.