RFP
BTCI

Root Financial Partners’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Root Financial Partners’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 		$7.34K Buy
+224
New +$8.42K ﹤0.01% 1801

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

Root Financial Partners's BTCI Position: Q1 2026 in Review

Root Financial Partners opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q1 2026: 224 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #1801 among its holdings.

54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Root Financial Partners held 224 shares of NEOS Bitcoin High Income ETF worth $7.34K as of Q1 2026.
  • NEOS Bitcoin High Income ETF was a new Root Financial Partners position in Q1 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1801 holding.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.