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 Q3	$924K	Sell	26,484 -2,469	-9%	-$83.1K	0.02%	778
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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

J.W. Cole Advisors's TOPT Position: Q3 2026 in Review

J.W. Cole Advisors reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 8.5% in Q3 2026, selling an estimated $83.1K and leaving 26,484 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #778.

J.W. Cole Advisors first reported a position in TOPT in Q2 2025 and has held it in 6 quarters since. The position peaked at $953K in Q2 2026. 43 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

J.W. Cole Advisors held 26,484 shares of iShares Top 20 U.S. Stocks ETF worth $924K as of Q3 2026.
J.W. Cole Advisors sold 2,469 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $83.1K.
iShares Top 20 U.S. Stocks ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q3 2026, its #778 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 6 quarters since.
J.W. Cole Advisors's iShares Top 20 U.S. Stocks ETF position peaked at $953K in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.