AM
TOPC

AGF Management’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

AGF Management’s Portfolio TOPC Stock Details TOPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.87M Buy
95,690
+1,840
+2% +$57.5K 0.01% 444
2025
Q4 		$2.91M Buy
93,850
+69,170
+280% +$2.12M 0.01% 418
2025
Q3 		$750K Buy
+24,680
New +$724K ﹤0.01% 585

Other funds holding TOPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AGF Management's TOPC Position: Q1 2026 in Review

AGF Management increased its iShares S&P 500 3% Capped ETF (TOPC) stake by 2% in Q1 2026, buying an estimated $57.5K and bringing the position to 95,690 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #444.

AGF Management first reported a position in TOPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q4 2025. 9 funds tracked by Wall St. Rank hold TOPC as of Q1 2026.

  • AGF Management held 95,690 shares of iShares S&P 500 3% Capped ETF worth $2.87M as of Q1 2026.
  • AGF Management bought 1,840 iShares S&P 500 3% Capped ETF shares in Q1 2026, an estimated $57.5K.
  • iShares S&P 500 3% Capped ETF made up 0.01% of AGF Management's portfolio in Q1 2026, its #444 holding.
  • AGF Management first reported a position in iShares S&P 500 3% Capped ETF in Q3 2025 and has held it in 3 quarters since.
  • AGF Management's iShares S&P 500 3% Capped ETF position peaked at $2.91M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.