KFAS
BTCI

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
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

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Keating Financial Advisory Services's BTCI Position: Q1 2026 in Review

Keating Financial Advisory Services increased its NEOS Bitcoin High Income ETF (BTCI) stake by 12% in Q1 2026, buying an estimated $8.87K and bringing the position to 2,267 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #531.

Keating Financial Advisory Services first reported a position in BTCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $89.4K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Keating Financial Advisory Services held 2,267 shares of NEOS Bitcoin High Income ETF worth $74.3K as of Q1 2026.
  • Keating Financial Advisory Services bought 236 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $8.87K.
  • NEOS Bitcoin High Income ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #531 holding.
  • Keating Financial Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 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 Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.