IFP Advisors, Inc BTCI — NEOS ETF TRUST

Ownership history in IFP Advisors, Inc  ·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported NEOS ETF TRUST (BTCI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows BTCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in NEOS ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTCI stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held BTCI — position size vs. price
% of Fund (quarterly)    BTCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,596 +1,953 +118.9% 0.00% $97K 2026-07-20 $29.53
2026 Q1 ADDED — — — 1,643 +902 +121.7% 0.00% $54K 2026-04-13 $32.92
2025 Q4 ADDED — — — 741 +572 +338.5% 0.00% $33K 2026-02-06 $31.57
2025 Q3 ADDED — — — 169 +12 +7.6% 0.00% $10K 2025-12-02 $39.63
2025 Q2 ADDED — — — 157 +10 +6.8% 0.00% $9K 2025-07-24 $49.70
2025 Q1 INITIATED — — — 147 — — 0.00% $7K 2025-05-05 $40.11

🏢 Other funds also holding BTCI

As of 2026 Q2 — sorted by position size

City State Bank 3Y 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01% Farther Finance Advisors, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Financial Management Professionals, Inc. 3Y 7Y 0.0% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0%

FAQ About IFP Advisors, Inc and BTCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning BTCI?

IFP Advisors, Inc reported BTCI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported BTCI position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for BTCI was 0.00% in 2026 Q2.

What is the latest reported BTCI position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 3,596 shares, equal to 0.00% of portfolio, with an estimated market value of $97K.

What does the chart on this BTCI ownership page compare?

The chart compares IFP Advisors, Inc's quarterly BTCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their BTCI position?

Based on 13F filing dates vs. subsequent BTCI price moves, IFP Advisors, Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BTCI relative to SPY over the holding period was -38.9%.

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