Back to AE Wealth Management LLC AE Wealth Management LLC

BTCIBTCI
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in NEOS ETF TRUST

Yes. AE Wealth Management holds 17,375 shares of BTCI, worth $466,693, as of its Q2 2026 13F filing. It increased the position by 2,207 shares (+14.6%) from Q1 2026. AE Wealth Management has held BTCI since Q3 2025, across 4 quarterly 13F filings.

Current Value

$466,693

Current Shares

17,375

Total Value Change

+$431,641

Total Shares Change

+16,785

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,375
+14.6%
$466,6930.0%$24.60
27
2026-Q1
Increased
15,168
+21.4%
$497,2070.0%$28.10
29
2025-Q4
Increased
12,497
+2018.1%
$550,1180.0%$35.26
39
2025-Q3
New
590
-
$35,0520.0%$44.48
27

Other major holders of BTCI: JANE STREET GROUP, LLC, Corient Private Wealth LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used