SWP
BTCI

Strategic Wealth Partners’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Strategic Wealth 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 		$272 Buy
+8
New +$301 ﹤0.01% 1359

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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

Strategic Wealth Partners's BTCI Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q1 2026: 8 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

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

  • Strategic Wealth Partners held 8 shares of NEOS Bitcoin High Income ETF worth $272 as of Q1 2026.
  • NEOS Bitcoin High Income ETF was a new Strategic Wealth Partners position in Q1 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1359 holding.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.