Sunpointe’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Sunpointe’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 Q3	$204K	Buy	+6,059	New	+$184K	0.06%	232

Other funds holding BTCI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

Sunpointe's BTCI Position: Q3 2026 in Review

Sunpointe opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q3 2026: 6,059 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

14 funds tracked by Wall St. Rank hold BTCI as of Q3 2026.

Sunpointe held 6,059 shares of NEOS Bitcoin High Income ETF worth $204K as of Q3 2026.
NEOS Bitcoin High Income ETF was a new Sunpointe position in Q3 2026.
NEOS Bitcoin High Income ETF made up 0.06% of Sunpointe's portfolio in Q3 2026, its #232 holding.
14 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q3 2026.

Based on Sunpointe's 13F filing for Q3 2026, filed 22 Oct 2026.