Carson Wealth (CWM LLC)’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Carson Wealth (CWM 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	$34.5K	Buy	+1,206	New	+$36.3K	﹤0.01%	4067

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TOPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026: 1,206 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #4067 among its holdings.

85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

Carson Wealth (CWM LLC) held 1,206 shares of iShares Top 20 U.S. Stocks ETF worth $34.5K as of Q1 2026.
iShares Top 20 U.S. Stocks ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4067 holding.
85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.