Global Retirement Partners
TOPT icon

Global Retirement Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Global Retirement 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
Q3 		$152K Buy
4,365
+2,122
+95% +$71.4K ﹤0.01% 1872
2026
Q2 		$73.8K Buy
+2,243
New +$72.8K ﹤0.01% 2262
2025
Q4 		$562 Sell
18
-22
-55% -$682 ﹤0.01% 3979
2025
Q3 		$1.22K Buy
40
+20
+100% +$575 ﹤0.01% 3479
2025
Q2 		$546 Buy
+20
New +$498 ﹤0.01% 3565

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Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
DCF
Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
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 33.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Global Retirement Partners's TOPT Position: Q3 2026 in Review

Global Retirement Partners increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 95% in Q3 2026, buying an estimated $71.4K and bringing the position to 4,365 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Global Retirement Partners first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Global Retirement Partners held 4,365 shares of iShares Top 20 U.S. Stocks ETF worth $152K as of Q3 2026.
  • Global Retirement Partners bought 2,122 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $71.4K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1872 holding.
  • Global Retirement Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.