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
Q2 		– Sell
-224
Closed -$7.34K – 3372
2026
Q1 		$7.34K Buy
+224
New +$8.42K ﹤0.01% 1801

Other funds holding BTCI

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EPG
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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Root Financial Partners's BTCI Position: Q2 2026 in Review

Root Financial Partners sold out of NEOS Bitcoin High Income ETF (BTCI) in Q2 2026, closing a stake of 224 shares — an estimated $7.34K sold.

Root Financial Partners first reported a position in BTCI in Q1 2026 and held it in 1 quarter. The position peaked at $7.34K in Q1 2026. 53 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Root Financial Partners reported no remaining NEOS Bitcoin High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 224 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $7.34K.
  • Root Financial Partners first reported a position in NEOS Bitcoin High Income ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's NEOS Bitcoin High Income ETF position peaked at $7.34K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.