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 Q3	$1.13M	Buy	33,420 +23,017	+221%	+$701K	﹤0.01%	1871
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 $378M AUM 15.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Kestra Advisory Services's BTCI Position: Q3 2026 in Review

Kestra Advisory Services increased its NEOS Bitcoin High Income ETF (BTCI) stake by 221% in Q3 2026, buying an estimated $701K and bringing the position to 33,420 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Kestra Advisory Services first reported a position in BTCI in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold BTCI as of Q3 2026.

Kestra Advisory Services held 33,420 shares of NEOS Bitcoin High Income ETF worth $1.13M as of Q3 2026.
Kestra Advisory Services bought 23,017 NEOS Bitcoin High Income ETF shares in Q3 2026, an estimated $701K.
NEOS Bitcoin High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1871 holding.
Kestra Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.