POIA
BTCI

Pin Oak Investment Advisors’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Pin Oak Investment 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 		$9K Buy
280
+55
+24% +$2.07K 0.01% 380
2025
Q4 		$8K Buy
225
+125
+125% +$6.43K 0.01% 401
2025
Q3 		$5.94K Buy
+100
New +$6.14K ﹤0.01% 412

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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

Pin Oak Investment Advisors's BTCI Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its NEOS Bitcoin High Income ETF (BTCI) stake by 24% in Q1 2026, buying an estimated $2.07K and bringing the position to 280 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #380.

Pin Oak Investment Advisors first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Pin Oak Investment Advisors held 280 shares of NEOS Bitcoin High Income ETF worth $9K as of Q1 2026.
  • Pin Oak Investment Advisors bought 55 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $2.07K.
  • NEOS Bitcoin High Income ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #380 holding.
  • Pin Oak Investment Advisors first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.