AFP
TOPT

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

ATX 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 		$1.8M Sell
54,670
-295
-0.5% -$9.57K 1.19% 24
2026
Q1 		$1.57M Buy
54,965
+6,485
+13% +$195K 1.2% 23
2025
Q4 		$1.51M Buy
+48,480
New +$1.5M 1.17% 21

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

ATX Financial Planning's TOPT Position: Q2 2026 in Review

ATX Financial Planning reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 0.54% in Q2 2026, selling an estimated $9.57K and leaving 54,670 shares worth $1.8M. The position accounts for 1.19% of the portfolio, ranked #24.

ATX Financial Planning first reported a position in TOPT in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • ATX Financial Planning held 54,670 shares of iShares Top 20 U.S. Stocks ETF worth $1.8M as of Q2 2026.
  • ATX Financial Planning sold 295 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $9.57K.
  • iShares Top 20 U.S. Stocks ETF made up 1.19% of ATX Financial Planning's portfolio in Q2 2026, its #24 holding.
  • ATX Financial Planning first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.