IFP Advisors’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

IFP Advisors’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	$865	Hold	25	–	–	﹤0.01%	4527
2026 Q2	$862	Buy	+25	New	+$829	﹤0.01%	4545

Other funds holding TOPC

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

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

IFP Advisors's TOPC Position: Q3 2026 in Review

IFP Advisors held its iShares S&P 500 3% Capped ETF (TOPC) position steady in Q3 2026 at 25 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #4527.

IFP Advisors first reported a position in TOPC in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold TOPC as of Q3 2026.

IFP Advisors held 25 shares of iShares S&P 500 3% Capped ETF worth $865 as of Q3 2026.
IFP Advisors left its iShares S&P 500 3% Capped ETF share count unchanged in Q3 2026.
iShares S&P 500 3% Capped ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4527 holding.
IFP Advisors first reported a position in iShares S&P 500 3% Capped ETF in Q2 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.