Retirement Planning Group, LLC BTCI — NEOS ETF TRUST

Ownership history in Retirement Planning Group, LLC  ·  4 quarters on record

AI Ownership Summary

Retirement Planning Group, LLC reported NEOS ETF TRUST (BTCI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows BTCI at 0.04% 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 Retirement Planning Group, LLC'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 Retirement Planning Group, LLC fund profile Retirement Planning Group, LLC full holdings
How Retirement Planning Group, LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 52,650 +13,585 +34.8% 0.04% $1.4M 2026-08-05 $28.71
2026 Q1 ADDED — — — 39,065 +9,386 +31.6% 0.04% $1.3M 2026-05-04 $34.77
2025 Q4 ADDED — — — 29,679 +6,130 +26.0% 0.04% $1.3M 2026-02-03 $33.48
2025 Q3 INITIATED — — — 23,549 — — 0.05% $1.4M 2025-10-27 $47.91

🏢 Other funds also holding BTCI

As of 2026 Q2 — sorted by position size

MADDEN SECURITIES Corp 3Y 2.31% Fullerton Advisors, LLC 0.19% CAP Partners, LLC 0.1% New England Private Wealth Advisors LLC 3Y 7Y 0.08% City State Bank 3Y 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01% VIMA LLC 0.0% Farther Finance Advisors, LLC 0.0% VISION FINANCIAL MARKETS LLC 0.0% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0%

FAQ About Retirement Planning Group, LLC and BTCI

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

How long has Retirement Planning Group, LLC reported owning BTCI?

Retirement Planning Group, LLC reported BTCI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BTCI position in Retirement Planning Group, LLC's portfolio?

The largest reported portfolio weight for BTCI was 0.05% in 2025 Q3.

What is the latest reported BTCI position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Planning Group, LLC reported 52,650 shares, equal to 0.04% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BTCI ownership page compare?

The chart compares Retirement Planning Group, LLC'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 Retirement Planning Group, LLC time their BTCI position?

Based on 13F filing dates vs. subsequent BTCI price moves, Retirement Planning Group, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BTCI relative to SPY over the holding period was -56.2%.

← Back to Retirement Planning Group, LLC Holdings