RPGK
BTCI

Retirement Planning Group (Kansas)’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.28M Buy
39,065
+9,386
+32% +$353K 0.04% 184
2025
Q4 		$1.31M Buy
29,679
+6,130
+26% +$315K 0.04% 164
2025
Q3 		$1.4M Buy
+23,549
New +$1.45M 0.05% 150

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BTCI Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its NEOS Bitcoin High Income ETF (BTCI) stake by 32% in Q1 2026, buying an estimated $353K and bringing the position to 39,065 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #184.

Retirement Planning Group (Kansas) first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q3 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Retirement Planning Group (Kansas) held 39,065 shares of NEOS Bitcoin High Income ETF worth $1.28M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 9,386 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $353K.
  • NEOS Bitcoin High Income ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #184 holding.
  • Retirement Planning Group (Kansas) first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s NEOS Bitcoin High Income ETF position peaked at $1.4M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.