SFC
BTCI

Strategic Financial Concepts’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-11,268
Closed -$669K – 319
2025
Q3 		$669K Buy
11,268
+408
+4% +$25.1K 0.1% 111
2025
Q2 		$648K Buy
+10,860
New +$617K 0.09% 120

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
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
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Strategic Financial Concepts's BTCI Position: Q4 2025 in Review

Strategic Financial Concepts sold out of NEOS Bitcoin High Income ETF (BTCI) in Q4 2025, closing a stake of 11,268 shares — an estimated $669K sold.

Strategic Financial Concepts first reported a position in BTCI in Q2 2025 and held it in 2 quarters. The position peaked at $669K in Q3 2025. 53 funds tracked by Wall St. Rank hold BTCI as of Q4 2025.

  • Strategic Financial Concepts reported no remaining NEOS Bitcoin High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,268 NEOS Bitcoin High Income ETF shares in Q4 2025, an estimated $669K.
  • Strategic Financial Concepts first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's NEOS Bitcoin High Income ETF position peaked at $669K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.