CCFM
TOPT

Clear Creek Financial Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Clear Creek Financial 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
2026
Q1 		$2.97M Sell
103,920
-3,566
-3% -$107K 0.23% 101
2025
Q4 		$3.36M Buy
107,486
+44,318
+70% +$1.37M 0.27% 82
2025
Q3 		$1.92M Sell
63,168
-783
-1% -$22.5K 0.17% 130
2025
Q2 		$1.75M Buy
63,951
+43,936
+220% +$1.09M 0.17% 139
2025
Q1 		$477K Buy
20,015
+2,575
+15% +$65.9K 0.05% 314
2024
Q4 		$454K Buy
+17,440
New +$448K 0.05% 310

Other funds holding TOPT

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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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return