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
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

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $3.23B AUM 15.3% 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

Newbridge Financial Services Group's BTCI Position: Q1 2026 in Review

Newbridge Financial Services Group increased its NEOS Bitcoin High Income ETF (BTCI) stake by 14% in Q1 2026, buying an estimated $39.9K and bringing the position to 8,439 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #189.

Newbridge Financial Services Group first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Newbridge Financial Services Group held 8,439 shares of NEOS Bitcoin High Income ETF worth $277K as of Q1 2026.
  • Newbridge Financial Services Group bought 1,061 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $39.9K.
  • NEOS Bitcoin High Income ETF made up 0.05% of Newbridge Financial Services Group's portfolio in Q1 2026, its #189 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.