Newbridge Financial Services Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Newbridge Financial Services 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	$196K	Hold	5,625	–	–	0.02%	243
2026 Q2	$185K	Hold	5,625	–	–	0.02%	256
2026 Q1	$161K	Hold	5,625	–	–	0.03%	242
2025 Q4	$176K	Hold	5,625	–	–	0.03%	246
2025 Q3	$171K	Hold	5,625	–	–	0.03%	320
2025 Q2	$154K	Buy	5,625 +3,225	+134%	+$80.2K	0.02%	321
2025 Q1	$57.2K	Buy	+2,400	New	+$61.4K	0.01%	345

Other funds holding TOPT

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Newbridge Financial Services Group's TOPT Position: Q3 2026 in Review

Newbridge Financial Services Group held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q3 2026 at 5,625 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #243.

Newbridge Financial Services Group first reported a position in TOPT in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

Newbridge Financial Services Group held 5,625 shares of iShares Top 20 U.S. Stocks ETF worth $196K as of Q3 2026.
Newbridge Financial Services Group left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q3 2026.
iShares Top 20 U.S. Stocks ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q3 2026, its #243 holding.
Newbridge Financial Services Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.