KPWS
BTCI

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

Kestra Private Wealth 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 		$219K Buy
+8,141
New +$273K ﹤0.01% 1655

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 $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Kestra Private Wealth Services's BTCI Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q2 2026: 8,141 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings.

18 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Kestra Private Wealth Services held 8,141 shares of NEOS Bitcoin High Income ETF worth $219K as of Q2 2026.
  • NEOS Bitcoin High Income ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1655 holding.
  • 18 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

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