NFSG
BTCI

Newbridge Financial Services Group’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Newbridge Financial Services Group’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 		$238K Buy
8,871
+432
+5% +$14.5K 0.03% 227
2026
Q1 		$277K Buy
8,439
+1,061
+14% +$39.9K 0.05% 189
2025
Q4 		$325K Buy
7,378
+5,651
+327% +$291K 0.05% 175
2025
Q3 		$103K Buy
+1,727
New +$106K 0.02% 393

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

Newbridge Financial Services Group's BTCI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its NEOS Bitcoin High Income ETF (BTCI) stake by 5.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,871 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #227.

Newbridge Financial Services Group first reported a position in BTCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Newbridge Financial Services Group held 8,871 shares of NEOS Bitcoin High Income ETF worth $238K as of Q2 2026.
  • Newbridge Financial Services Group bought 432 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $14.5K.
  • NEOS Bitcoin High Income ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #227 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's NEOS Bitcoin High Income ETF position peaked at $325K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.