KFS
BTCI

Kaizen Financial Strategies’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Kaizen Financial Strategies’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
-7,962
Closed -$285K – 192
2026
Q1 		$285K Hold
7,962
– – 0.12% 131
2025
Q4 		$350K Buy
7,962
+176
+2% +$9.06K 0.15% 114
2025
Q3 		$407K Buy
+7,786
New +$478K 0.18% 97

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

Kaizen Financial Strategies's BTCI Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 7,962 shares — an estimated $285K sold.

Kaizen Financial Strategies first reported a position in BTCI in Q3 2025 and held it in 3 quarters. The position peaked at $407K in Q3 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 7,962 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $285K.
  • Kaizen Financial Strategies first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and held it in 3 quarters.
  • Kaizen Financial Strategies's NEOS Bitcoin High Income ETF position peaked at $407K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.