BAM
TOPT

Belpointe Asset Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Belpointe Asset Management’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
2025
Q4 		– Sell
-51,580
Closed -$1.57M – 1124
2025
Q3 		$1.57M Buy
+51,580
New +$1.48M 0.06% 277

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Belpointe Asset Management's TOPT Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q4 2025, closing a stake of 51,580 shares — an estimated $1.57M sold.

Belpointe Asset Management first reported a position in TOPT in Q3 2025 and held it in 1 quarter. The position peaked at $1.57M in Q3 2025. 78 funds tracked by Wall St. Rank hold TOPT as of Q4 2025.

  • Belpointe Asset Management reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 51,580 iShares Top 20 U.S. Stocks ETF shares in Q4 2025, an estimated $1.57M.
  • Belpointe Asset Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and held it in 1 quarter.
  • Belpointe Asset Management's iShares Top 20 U.S. Stocks ETF position peaked at $1.57M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.