KWM
BTCI

Kingsview Wealth Management’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Kingsview Wealth Management’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 		$875K Buy
32,575
+2,714
+9% +$90.9K 0.01% 793
2026
Q1 		$979K Buy
29,861
+20,408
+216% +$767K 0.01% 701
2025
Q4 		$416K Buy
+9,453
New +$486K 0.01% 910

Other funds holding BTCI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
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 $3.94B AUM 18.64% 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
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Kingsview Wealth Management's BTCI Position: Q2 2026 in Review

Kingsview Wealth Management increased its NEOS Bitcoin High Income ETF (BTCI) stake by 9.1% in Q2 2026, buying an estimated $90.9K and bringing the position to 32,575 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #793.

Kingsview Wealth Management first reported a position in BTCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $979K in Q1 2026. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Kingsview Wealth Management held 32,575 shares of NEOS Bitcoin High Income ETF worth $875K as of Q2 2026.
  • Kingsview Wealth Management bought 2,714 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $90.9K.
  • NEOS Bitcoin High Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Kingsview Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's NEOS Bitcoin High Income ETF position peaked at $979K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.