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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Granite Bay Wealth Management's TOPC Position: Q2 2026 in Review

Granite Bay Wealth Management held its iShares S&P 500 3% Capped ETF (TOPC) position steady in Q2 2026 at 6,846 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #156.

Granite Bay Wealth Management first reported a position in TOPC in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold TOPC as of Q2 2026.

Granite Bay Wealth Management held 6,846 shares of iShares S&P 500 3% Capped ETF worth $236K as of Q2 2026.
Granite Bay Wealth Management left its iShares S&P 500 3% Capped ETF share count unchanged in Q2 2026.
iShares S&P 500 3% Capped ETF made up 0.02% of Granite Bay Wealth Management's portfolio in Q2 2026, its #156 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 4 quarters since.
9 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.