KIM
TOPT

Kestra Investment Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Kestra Investment Management’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 		$825K Buy
+25,052
New +$813K 0.02% 255
2026
Q1 		– Sell
-84,092
Closed -$2.63M – 522
2025
Q4 		$2.63M Sell
84,092
-494
-0.6% -$15.3K 0.06% 112
2025
Q3 		$2.58M Buy
+84,586
New +$2.43M 0.07% 108

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

Kestra Investment Management's TOPT Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 25,052 shares worth $825K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in TOPT as recently as Q4 2025.

Kestra Investment Management first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Kestra Investment Management held 25,052 shares of iShares Top 20 U.S. Stocks ETF worth $825K as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #255 holding.
  • Kestra Investment Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Investment Management's iShares Top 20 U.S. Stocks ETF position peaked at $2.63M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.