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

Keating Financial 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 Q2	$115K	Hold	3,507	–	–	0.02%	452
2026 Q1	$100K	Sell	3,507 -450	-11%	-$13.6K	0.02%	457
2025 Q4	$124K	Buy	+3,957	New	+$123K	0.02%	456

Other funds holding TOPT

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Keating Financial Advisory Services's TOPT Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q2 2026 at 3,507 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #452.

Keating Financial Advisory Services first reported a position in TOPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $124K in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Keating Financial Advisory Services held 3,507 shares of iShares Top 20 U.S. Stocks ETF worth $115K as of Q2 2026.
Keating Financial Advisory Services left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #452 holding.
Keating Financial Advisory Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's iShares Top 20 U.S. Stocks ETF position peaked at $124K in Q4 2025.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.