NEPWA
BTCI

New England Private Wealth Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

New England Private Wealth Advisors’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 		$841K Buy
29,615
+12,412
+72% +$416K 0.08% 118
2026
Q1 		$564K Buy
+17,203
New +$647K 0.07% 128

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

New England Private Wealth Advisors's BTCI Position: Q2 2026 in Review

New England Private Wealth Advisors increased its NEOS Bitcoin High Income ETF (BTCI) stake by 72% in Q2 2026, buying an estimated $416K and bringing the position to 29,615 shares worth $841K. The position accounts for 0.08% of the portfolio, ranked #118.

New England Private Wealth Advisors first reported a position in BTCI in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • New England Private Wealth Advisors held 29,615 shares of NEOS Bitcoin High Income ETF worth $841K as of Q2 2026.
  • New England Private Wealth Advisors bought 12,412 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $416K.
  • NEOS Bitcoin High Income ETF made up 0.08% of New England Private Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • New England Private Wealth Advisors first reported a position in NEOS Bitcoin High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.