Ceera Investments’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Ceera Investments’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	$6.3M	Buy	+191,319	New	+$6.21M	2.67%	11

Other funds holding TOPT

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFG

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

CCFM

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ceera Investments's TOPT Position: Q2 2026 in Review

Ceera Investments opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 191,319 shares worth $6.3M. The stake represents 2.67% of the portfolio and ranks #11 among its holdings.

62 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Ceera Investments held 191,319 shares of iShares Top 20 U.S. Stocks ETF worth $6.3M as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new Ceera Investments position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 2.67% of Ceera Investments's portfolio in Q2 2026, its #11 holding.
62 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.