Keating Financial Advisory Services
BTCI icon

Keating Financial Advisory Services’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Keating Financial Advisory Services’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
-2,267
Closed -$74.3K – 2727
2026
Q1 		$74.3K Buy
2,267
+236
+12% +$8.87K 0.01% 531
2025
Q4 		$89.4K Buy
+2,031
New +$105K 0.01% 524

Other funds holding BTCI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Estate Planners Group
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 $4.01B AUM 11.74% 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
Banco BTG Pactual
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Keating Financial Advisory Services's BTCI Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 2,267 shares — an estimated $74.3K sold.

Keating Financial Advisory Services first reported a position in BTCI in Q4 2025 and held it in 2 quarters. The position peaked at $89.4K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 2,267 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $74.3K.
  • Keating Financial Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and held it in 2 quarters.
  • Keating Financial Advisory Services's NEOS Bitcoin High Income ETF position peaked at $89.4K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.