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Midwest Financial Network’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Midwest Financial Network’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 		$2.4M Buy
68,755
+39,293
+133% +$1.32M 1.63% 16
2026
Q2 		$970K Buy
+29,462
New +$956K 0.66% 46

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 33.52% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
OAS
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Midwest Financial Network's TOPT Position: Q3 2026 in Review

Midwest Financial Network increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 133% in Q3 2026, buying an estimated $1.32M and bringing the position to 68,755 shares worth $2.4M. The position accounts for 1.63% of the portfolio, ranked #16.

Midwest Financial Network first reported a position in TOPT in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Midwest Financial Network held 68,755 shares of iShares Top 20 U.S. Stocks ETF worth $2.4M as of Q3 2026.
  • Midwest Financial Network bought 39,293 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $1.32M.
  • iShares Top 20 U.S. Stocks ETF made up 1.63% of Midwest Financial Network's portfolio in Q3 2026, its #16 holding.
  • Midwest Financial Network first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.