Atomic Invest
TOPT icon

Atomic Invest’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Atomic Invest’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
Q3 		$6.2M Sell
177,777
-7,615
-4% -$256K 0.91% 15
2026
Q2 		$6.03M Buy
185,392
+183,526
+9,835% +$5.96M 0.53% 20
2026
Q1 		$51.6K Buy
+1,866
New +$56.2K 0.02% 101

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
DCF
Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Atomic Invest's TOPT Position: Q3 2026 in Review

Atomic Invest reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 4.1% in Q3 2026, selling an estimated $256K and leaving 177,777 shares worth $6.2M. The position accounts for 0.91% of the portfolio, ranked #15.

Atomic Invest first reported a position in TOPT in Q1 2026 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Atomic Invest held 177,777 shares of iShares Top 20 U.S. Stocks ETF worth $6.2M as of Q3 2026.
  • Atomic Invest sold 7,615 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $256K.
  • iShares Top 20 U.S. Stocks ETF made up 0.91% of Atomic Invest's portfolio in Q3 2026, its #15 holding.
  • Atomic Invest first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2026 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.