ATX Financial Planning’s iShares Nasdaq Top 30 Stocks ETF QTOP Stock Holding History

ATX Financial Planning’s Portfolio QTOP Stock Details QTOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Buy	+16,128	New	+$508K	0.37%	51

Other funds holding QTOP

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

ATX Financial Planning's QTOP Position: Q1 2026 in Review

ATX Financial Planning opened a new position in iShares Nasdaq Top 30 Stocks ETF (QTOP) in Q1 2026: 16,128 shares worth $483K. The stake represents 0.37% of the portfolio and ranks #51 among its holdings.

31 funds tracked by Wall St. Rank hold QTOP as of Q1 2026.

ATX Financial Planning held 16,128 shares of iShares Nasdaq Top 30 Stocks ETF worth $483K as of Q1 2026.
iShares Nasdaq Top 30 Stocks ETF was a new ATX Financial Planning position in Q1 2026.
iShares Nasdaq Top 30 Stocks ETF made up 0.37% of ATX Financial Planning's portfolio in Q1 2026, its #51 holding.
31 funds tracked by Wall St. Rank held iShares Nasdaq Top 30 Stocks ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.