Creative Financial Designs’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Creative Financial Designs’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	$17.1K	Buy	+597	New	+$18K	﹤0.01%	1244

Other funds holding TOPT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Creative Financial Designs's TOPT Position: Q1 2026 in Review

Creative Financial Designs opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026: 597 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings.

85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

Creative Financial Designs held 597 shares of iShares Top 20 U.S. Stocks ETF worth $17.1K as of Q1 2026.
iShares Top 20 U.S. Stocks ETF was a new Creative Financial Designs position in Q1 2026.
iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1244 holding.
85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.