Wealth Enhancement Advisory Services
BTCI

Wealth Enhancement Advisory Services’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Wealth Enhancement Advisory Services’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 		$597K Sell
20,689
-8,191
-28% -$274K ﹤0.01% 2521
2026
Q1 		$940K Buy
28,880
+11,496
+66% +$432K ﹤0.01% 1848
2025
Q4 		$800K Buy
17,384
+8,311
+92% +$428K ﹤0.01% 2109
2025
Q3 		$565K Buy
+9,073
New +$557K ﹤0.01% 2269

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's BTCI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its NEOS Bitcoin High Income ETF (BTCI) stake by 28% in Q2 2026, selling an estimated $274K and leaving 20,689 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Wealth Enhancement Advisory Services first reported a position in BTCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $940K in Q1 2026. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,689 shares of NEOS Bitcoin High Income ETF worth $597K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 8,191 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $274K.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2521 holding.
  • Wealth Enhancement Advisory Services first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's NEOS Bitcoin High Income ETF position peaked at $940K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.