BWL
TOPT

Bogart Wealth LLC’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-10
Closed -$312 – 1911
2025
Q4 		$312 Buy
+10
New +$310 ﹤0.01% 1520

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Bogart Wealth LLC's TOPT Position: Q1 2026 in Review

Bogart Wealth LLC sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026, closing a stake of 10 shares — an estimated $312 sold.

Bogart Wealth LLC first reported a position in TOPT in Q4 2025 and held it in 1 quarter. The position peaked at $312 in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Bogart Wealth LLC reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 10 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $312.
  • Bogart Wealth LLC first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares Top 20 U.S. Stocks ETF position peaked at $312 in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.