PPW
BTCI

Pasadena Private Wealth’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Pasadena Private Wealth’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
2025
Q4 		– Sell
-4,800
Closed -$285K – 289
2025
Q3 		$285K Buy
+4,800
New +$295K 0.04% 171

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
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
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Pasadena Private Wealth's BTCI Position: Q4 2025 in Review

Pasadena Private Wealth sold out of NEOS Bitcoin High Income ETF (BTCI) in Q4 2025, closing a stake of 4,800 shares — an estimated $285K sold.

Pasadena Private Wealth first reported a position in BTCI in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 53 funds tracked by Wall St. Rank hold BTCI as of Q4 2025.

  • Pasadena Private Wealth reported no remaining NEOS Bitcoin High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 4,800 NEOS Bitcoin High Income ETF shares in Q4 2025, an estimated $285K.
  • Pasadena Private Wealth first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and held it in 1 quarter.
  • Pasadena Private Wealth's NEOS Bitcoin High Income ETF position peaked at $285K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q4 2025.

Based on Pasadena Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.