DAS
TOPT

Diversify Advisory Services’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Diversify Advisory 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 		– Sell
-9,317
Closed -$287K – 906
2025
Q4 		$287K Buy
9,317
+288
+3% +$8.93K 0.01% 772
2025
Q3 		$286K Sell
9,029
-437
-5% -$12.6K 0.01% 743
2025
Q2 		$275K Buy
9,466
+857
+10% +$21.3K 0.01% 705
2025
Q1 		$207K Buy
+8,609
New +$220K 0.01% 606

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 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 $110B AUM 26.29% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Diversify Advisory Services's TOPT Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026, closing a stake of 9,317 shares — an estimated $287K sold.

Diversify Advisory Services first reported a position in TOPT in Q1 2025 and held it in 4 quarters. The position peaked at $287K in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,317 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $287K.
  • Diversify Advisory Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and held it in 4 quarters.
  • Diversify Advisory Services's iShares Top 20 U.S. Stocks ETF position peaked at $287K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.