Cornerstone Planning Group
TOPT icon

Cornerstone Planning Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1,206
Closed -$40.2K – 1815
2026
Q2 		$40.2K Hold
1,206
– – 0.01% 459
2026
Q1 		$39.2K Buy
+1,206
New +$36.3K 0.01% 463

Other funds holding TOPT

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Cornerstone Planning Group's TOPT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026, closing a stake of 1,206 shares — an estimated $40.2K sold.

Cornerstone Planning Group first reported a position in TOPT in Q1 2026 and held it in 2 quarters. The position peaked at $40.2K in Q2 2026. 18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,206 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $40.2K.
  • Cornerstone Planning Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's iShares Top 20 U.S. Stocks ETF position peaked at $40.2K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.