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

Kestra 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	$2.01M	Buy	61,154 +6,010	+11%	+$195K	0.01%	1353
2026 Q1	$1.58M	Sell	55,144 -65	-0.1%	-$1.96K	0.01%	1447
2025 Q4	$1.72M	Buy	55,209 +11,476	+26%	+$356K	0.01%	1303
2025 Q3	$1.33M	Buy	43,733 +7,362	+20%	+$212K	0.01%	1396
2025 Q2	$993K	Buy	36,371 +2,084	+6%	+$51.9K	﹤0.01%	1481
2025 Q1	$817K	Sell	34,287 -1,801	-5%	-$46.1K	﹤0.01%	1507
2024 Q4	$940K	Buy	+36,088	New	+$928K	0.01%	1461

Other funds holding TOPT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFG

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

CCFM

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Kestra Advisory Services's TOPT Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 11% in Q2 2026, buying an estimated $195K and bringing the position to 61,154 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1353.

Kestra Advisory Services first reported a position in TOPT in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Kestra Advisory Services held 61,154 shares of iShares Top 20 U.S. Stocks ETF worth $2.01M as of Q2 2026.
Kestra Advisory Services bought 6,010 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $195K.
iShares Top 20 U.S. Stocks ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1353 holding.
Kestra Advisory Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.