Granite Bay Wealth Management’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

Granite Bay Wealth Management’s Portfolio TOPC Stock Details TOPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$238K	Buy	6,871 +25	+0.4%	+$867	0.02%	197
2026 Q2	$236K	Hold	6,846	–	–	0.02%	156
2026 Q1	$205K	Hold	6,846	–	–	0.04%	90
2025 Q4	$212K	Hold	6,846	–	–	0.05%	86
2025 Q3	$208K	Buy	+6,846	New	+$201K	0.05%	80

Other funds holding TOPC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Granite Bay Wealth Management's TOPC Position: Q3 2026 in Review

Granite Bay Wealth Management increased its iShares S&P 500 3% Capped ETF (TOPC) stake by 0.37% in Q3 2026, buying an estimated $867 and bringing the position to 6,871 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #197.

Granite Bay Wealth Management first reported a position in TOPC in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold TOPC as of Q3 2026.

Granite Bay Wealth Management held 6,871 shares of iShares S&P 500 3% Capped ETF worth $238K as of Q3 2026.
Granite Bay Wealth Management bought 25 iShares S&P 500 3% Capped ETF shares in Q3 2026, an estimated $867.
iShares S&P 500 3% Capped ETF made up 0.02% of Granite Bay Wealth Management's portfolio in Q3 2026, its #197 holding.
Granite Bay Wealth Management first reported a position in iShares S&P 500 3% Capped ETF in Q3 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q3 2026.

Based on Granite Bay Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.