MA
BTCI

Montag & Associates’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Montag & Associates’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 		– Sell
-16
Closed -$705 – 990
2025
Q4 		$705 Sell
16
-2,391
-99% -$123K ﹤0.01% 935
2025
Q3 		$143K Buy
+2,407
New +$148K 0.01% 443

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $3.94B AUM 18.64% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Montag & Associates's BTCI Position: Q1 2026 in Review

Montag & Associates sold out of NEOS Bitcoin High Income ETF (BTCI) in Q1 2026, closing a stake of 16 shares — an estimated $705 sold.

Montag & Associates first reported a position in BTCI in Q3 2025 and held it in 2 quarters. The position peaked at $143K in Q3 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Montag & Associates reported no remaining NEOS Bitcoin High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 16 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $705.
  • Montag & Associates first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and held it in 2 quarters.
  • Montag & Associates's NEOS Bitcoin High Income ETF position peaked at $143K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.