VFM
BTCI

Vision Financial Markets’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Vision Financial Markets’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
Q2 		$4.05K Buy
149
+9
+6% +$301 ﹤0.01% 301
2026
Q1 		$4.56K Buy
140
+10
+8% +$376 ﹤0.01% 294
2025
Q4 		$5.71K Buy
130
+8
+7% +$412 0.01% 268
2025
Q3 		$7.21K Buy
122
+8
+7% +$491 0.01% 269
2025
Q2 		$6.76K Buy
114
+8
+8% +$454 0.01% 256
2025
Q1 		$5.27K Buy
+106
New +$6.14K 0.01% 254

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vision Financial Markets's BTCI Position: Q2 2026 in Review

Vision Financial Markets increased its NEOS Bitcoin High Income ETF (BTCI) stake by 6.4% in Q2 2026, buying an estimated $301 and bringing the position to 149 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Vision Financial Markets first reported a position in BTCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.21K in Q3 2025. 26 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Vision Financial Markets held 149 shares of NEOS Bitcoin High Income ETF worth $4.05K as of Q2 2026.
  • Vision Financial Markets bought 9 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $301.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #301 holding.
  • Vision Financial Markets first reported a position in NEOS Bitcoin High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's NEOS Bitcoin High Income ETF position peaked at $7.21K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.