Commonwealth Equity Services
TOPT

Commonwealth Equity Services’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Commonwealth Equity Services’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 		$1.14M Sell
39,771
-9,253
-19% -$279K ﹤0.01% 2503
2025
Q4 		$1.53M Sell
49,024
-10,155
-17% -$315K ﹤0.01% 2209
2025
Q3 		$1.8M Buy
59,179
+32,196
+119% +$926K ﹤0.01% 2084
2025
Q2 		$736K Buy
26,983
+14,134
+110% +$352K ﹤0.01% 2828
2025
Q1 		$306K Buy
+12,849
New +$329K ﹤0.01% 3480

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

Commonwealth Equity Services's TOPT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 19% in Q1 2026, selling an estimated $279K and leaving 39,771 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Commonwealth Equity Services first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Commonwealth Equity Services held 39,771 shares of iShares Top 20 U.S. Stocks ETF worth $1.14M as of Q1 2026.
  • Commonwealth Equity Services sold 9,253 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $279K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2503 holding.
  • Commonwealth Equity Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's iShares Top 20 U.S. Stocks ETF position peaked at $1.8M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.