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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$993K Buy
36,371
+2,084
+6% +$56.9K ﹤0.01% 1477
2025
Q1
$817K Sell
34,287
-1,801
-5% -$42.9K ﹤0.01% 1507
2024
Q4
$940K Buy
+36,088
New +$940K 0.01% 1457