CWP
TOPT

Concord Wealth Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Concord Wealth Partners’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 		$5.76K Buy
+175
New +$5.68K ﹤0.01% 638
2026
Q1 		– Sell
-175
Closed -$5.46K – 826
2025
Q4 		$5.46K Hold
175
– – ﹤0.01% 610
2025
Q3 		$5.33K Hold
175
– – ﹤0.01% 613
2025
Q2 		$4.78K Hold
175
– – ﹤0.01% 639
2025
Q1 		$4.17K Buy
+175
New +$4.48K ﹤0.01% 608

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Concord Wealth Partners's TOPT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 175 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TOPT as recently as Q4 2025.

Concord Wealth Partners first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Concord Wealth Partners held 175 shares of iShares Top 20 U.S. Stocks ETF worth $5.76K as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #638 holding.
  • Concord Wealth Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.