JWCA
TOPT

J.W. Cole Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

J.W. Cole Advisors’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
Q2 		$953K Sell
28,953
-2,289
-7% -$74.3K 0.02% 767
2026
Q1 		$894K Buy
31,242
+10,270
+49% +$309K 0.03% 397
2025
Q4 		$655K Buy
20,972
+4,115
+24% +$128K 0.02% 798
2025
Q3 		$513K Buy
16,857
+5,262
+45% +$151K 0.01% 974
2025
Q2 		$316K Buy
+11,595
New +$288K 0.01% 1122

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

J.W. Cole Advisors's TOPT Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 7.3% in Q2 2026, selling an estimated $74.3K and leaving 28,953 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #767.

J.W. Cole Advisors first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • J.W. Cole Advisors held 28,953 shares of iShares Top 20 U.S. Stocks ETF worth $953K as of Q2 2026.
  • J.W. Cole Advisors sold 2,289 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $74.3K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #767 holding.
  • J.W. Cole Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.