ATX Financial Planning
QTOP icon

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
Q3 		$2.23M Buy
56,844
+40,245
+242% +$1.5M 1.42% 20
2026
Q2 		$641K Buy
16,599
+471
+3% +$17K 0.42% 47
2026
Q1 		$483K Buy
+16,128
New +$508K 0.37% 51

Other funds holding QTOP

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mascagni Wealth Management
Mascagni Wealth Management Clinton, Mississippi $165M AUM 20.03% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATX Financial Planning's QTOP Position: Q3 2026 in Review

ATX Financial Planning increased its iShares Nasdaq Top 30 Stocks ETF (QTOP) stake by 242% in Q3 2026, buying an estimated $1.5M and bringing the position to 56,844 shares worth $2.23M. The position accounts for 1.42% of the portfolio, ranked #20.

ATX Financial Planning first reported a position in QTOP in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold QTOP as of Q3 2026.

  • ATX Financial Planning held 56,844 shares of iShares Nasdaq Top 30 Stocks ETF worth $2.23M as of Q3 2026.
  • ATX Financial Planning bought 40,245 iShares Nasdaq Top 30 Stocks ETF shares in Q3 2026, an estimated $1.5M.
  • iShares Nasdaq Top 30 Stocks ETF made up 1.42% of ATX Financial Planning's portfolio in Q3 2026, its #20 holding.
  • ATX Financial Planning first reported a position in iShares Nasdaq Top 30 Stocks ETF in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Nasdaq Top 30 Stocks ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.