GAG
TOPT

Goodman Advisory Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Goodman Advisory 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
Q1 		$11M Sell
383,273
-7,121
-2% -$215K 2.85% 8
2025
Q4 		$12.2M Sell
390,394
-35,592
-8% -$1.1M 3% 8
2025
Q3 		$13M Buy
+425,986
New +$12.3M 3.23% 7

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94B AUM 20.14% 1-Year Est. Return
HI
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Goodman Advisory Group's TOPT Position: Q1 2026 in Review

Goodman Advisory Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 1.8% in Q1 2026, selling an estimated $215K and leaving 383,273 shares worth $11M. The position accounts for 2.85% of the portfolio, ranked #8.

Goodman Advisory Group first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $13M in Q3 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Goodman Advisory Group held 383,273 shares of iShares Top 20 U.S. Stocks ETF worth $11M as of Q1 2026.
  • Goodman Advisory Group sold 7,121 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $215K.
  • iShares Top 20 U.S. Stocks ETF made up 2.85% of Goodman Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Goodman Advisory Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • Goodman Advisory Group's iShares Top 20 U.S. Stocks ETF position peaked at $13M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.