SPIA
BTCI

Steward Partners Investment Advisory’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Steward Partners Investment Advisory’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 		$18.6K Hold
567
– – ﹤0.01% 3267
2025
Q4 		$25K Hold
567
– – ﹤0.01% 3050
2025
Q3 		$33.7K Hold
567
– – ﹤0.01% 2805
2025
Q2 		$33.9K Buy
+567
New +$32.2K ﹤0.01% 2671

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

Steward Partners Investment Advisory's BTCI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its NEOS Bitcoin High Income ETF (BTCI) position steady in Q1 2026 at 567 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Steward Partners Investment Advisory first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q2 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Steward Partners Investment Advisory held 567 shares of NEOS Bitcoin High Income ETF worth $18.6K as of Q1 2026.
  • Steward Partners Investment Advisory left its NEOS Bitcoin High Income ETF share count unchanged in Q1 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3267 holding.
  • Steward Partners Investment Advisory first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's NEOS Bitcoin High Income ETF position peaked at $33.9K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.