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
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

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kingsview Wealth Management's BTCI Position: Q1 2026 in Review

Kingsview Wealth Management increased its NEOS Bitcoin High Income ETF (BTCI) stake by 216% in Q1 2026, buying an estimated $767K and bringing the position to 29,861 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #701.

Kingsview Wealth Management first reported a position in BTCI in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Kingsview Wealth Management held 29,861 shares of NEOS Bitcoin High Income ETF worth $979K as of Q1 2026.
  • Kingsview Wealth Management bought 20,408 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $767K.
  • NEOS Bitcoin High Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #701 holding.
  • Kingsview Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.