Consolidated Planning Corp’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Consolidated Planning Corp’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	$735K	Buy	+22,340	New	+$725K	0.1%	90
2026 Q1	–	Sell	-42,830	Closed	-$1.34M	–	222
2025 Q4	$1.34M	Buy	42,830 +7,767	+22%	+$241K	0.14%	114
2025 Q3	$1.07M	Sell	35,063 -10,270	-23%	-$295K	0.11%	125
2025 Q2	$1.24M	Buy	+45,333	New	+$1.13M	0.16%	109

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

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

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

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Consolidated Planning Corp's TOPT Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 22,340 shares worth $735K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in TOPT as recently as Q4 2025.

Consolidated Planning Corp first reported a position in TOPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Consolidated Planning Corp held 22,340 shares of iShares Top 20 U.S. Stocks ETF worth $735K as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new Consolidated Planning Corp position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.1% of Consolidated Planning Corp's portfolio in Q2 2026, its #90 holding.
Consolidated Planning Corp first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 4 quarters since.
Consolidated Planning Corp's iShares Top 20 U.S. Stocks ETF position peaked at $1.34M in Q4 2025.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.