Simplex Trading
BTCI

Simplex Trading’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Simplex Trading’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 		$151K Sell
4,592
-1,499
-25% -$56.3K ﹤0.01% 4626
2025
Q4 		$268K Sell
6,091
-3,548
-37% -$183K ﹤0.01% 3933
2025
Q3 		$572K Buy
+9,639
New +$592K ﹤0.01% 3655

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

Simplex Trading's BTCI Position: Q1 2026 in Review

Simplex Trading reduced its NEOS Bitcoin High Income ETF (BTCI) stake by 25% in Q1 2026, selling an estimated $56.3K and leaving 4,592 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #4626.

Simplex Trading first reported a position in BTCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $572K in Q3 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Simplex Trading held 4,592 shares of NEOS Bitcoin High Income ETF worth $151K as of Q1 2026.
  • Simplex Trading sold 1,499 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $56.3K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4626 holding.
  • Simplex Trading first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplex Trading's NEOS Bitcoin High Income ETF position peaked at $572K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.