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

Kestra 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	$279K	Buy	+10,403	New	+$348K	﹤0.01%	2838
2026 Q1	–	Sell	-3,491	Closed	-$154K	–	4520
2025 Q4	$154K	Sell	3,491 -7,274	-68%	-$374K	﹤0.01%	3100
2025 Q3	$640K	Buy	10,765 +345	+3%	+$21.2K	﹤0.01%	1890
2025 Q2	$622K	Buy	+10,420	New	+$592K	﹤0.01%	1824

Other funds holding BTCI

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 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 Fairfield, Iowa $44.6B AUM 28.94% 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

Fullerton Advisors Danville, California $107M AUM

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Advisory Services's BTCI Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q2 2026: 10,403 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #2838 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BTCI as recently as Q4 2025.

Kestra Advisory Services first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $640K in Q3 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

Kestra Advisory Services held 10,403 shares of NEOS Bitcoin High Income ETF worth $279K as of Q2 2026.
NEOS Bitcoin High Income ETF was a new Kestra Advisory Services position in Q2 2026.
NEOS Bitcoin High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2838 holding.
Kestra Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
Kestra Advisory Services's NEOS Bitcoin High Income ETF position peaked at $640K in Q3 2025.
20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.