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 Q1	$564K	Buy	+17,203	New	+$647K	0.07%	128

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

New England Private Wealth Advisors's BTCI Position: Q1 2026 in Review

New England Private Wealth Advisors opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q1 2026: 17,203 shares worth $564K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

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

New England Private Wealth Advisors held 17,203 shares of NEOS Bitcoin High Income ETF worth $564K as of Q1 2026.
NEOS Bitcoin High Income ETF was a new New England Private Wealth Advisors position in Q1 2026.
NEOS Bitcoin High Income ETF made up 0.07% of New England Private Wealth Advisors's portfolio in Q1 2026, its #128 holding.
54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.