Mather Group
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Mather Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Mather Group’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 		– Sell
-325
Closed -$10.7K – 2316
2026
Q2 		$10.7K Hold
325
– – ﹤0.01% 1486
2026
Q1 		$9.3K Buy
+325
New +$9.8K ﹤0.01% 1468

Other funds holding TOPT

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Mather Group's TOPT Position: Q3 2026 in Review

Mather Group sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026, closing a stake of 325 shares — an estimated $10.7K sold.

Mather Group first reported a position in TOPT in Q1 2026 and held it in 2 quarters. The position peaked at $10.7K in Q2 2026. 22 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Mather Group reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 325 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $10.7K.
  • Mather Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2026 and held it in 2 quarters.
  • Mather Group's iShares Top 20 U.S. Stocks ETF position peaked at $10.7K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.