Action Point Financial Planning’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Action Point Financial Planning’s Portfolio TOPT Stock Details TOPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+6,961	New	+$226K	0.02%	401

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Action Point Financial Planning's TOPT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 6,961 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #401 among its holdings.

105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Action Point Financial Planning held 6,961 shares of iShares Top 20 U.S. Stocks ETF worth $229K as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #401 holding.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.