Legacy Wealth Management (Idaho)’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Legacy Wealth Management (Idaho)’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	$2.79K	Buy	+85	New	+$3.19K	﹤0.01%	721

Other funds holding BTCI

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

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 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Legacy Wealth Management (Idaho)'s BTCI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q1 2026: 85 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings.

54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

Legacy Wealth Management (Idaho) held 85 shares of NEOS Bitcoin High Income ETF worth $2.79K as of Q1 2026.
NEOS Bitcoin High Income ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
NEOS Bitcoin High Income ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #721 holding.
54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.