Insigneo Advisory Services’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Insigneo Advisory Services’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	–	Sell	-9,681	Closed	-$302K	–	832
2025 Q4	$302K	Buy	9,681 +49	+0.5%	+$1.52K	0.02%	511
2025 Q3	$293K	Buy	9,632 +71	+0.7%	+$2.04K	0.02%	518
2025 Q2	$261K	Buy	+9,561	New	+$238K	0.02%	491

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Insigneo Advisory Services's TOPT Position: Q1 2026 in Review

Insigneo Advisory Services sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026, closing a stake of 9,681 shares — an estimated $302K sold.

Insigneo Advisory Services first reported a position in TOPT in Q2 2025 and held it in 3 quarters. The position peaked at $302K in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

Insigneo Advisory Services reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 9,681 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $302K.
Insigneo Advisory Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and held it in 3 quarters.
Insigneo Advisory Services's iShares Top 20 U.S. Stocks ETF position peaked at $302K in Q4 2025.
85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.