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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Newbridge Financial Services Group's TOPT Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q2 2026 at 5,625 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #256.

Newbridge Financial Services Group first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Newbridge Financial Services Group held 5,625 shares of iShares Top 20 U.S. Stocks ETF worth $185K as of Q2 2026.
Newbridge Financial Services Group left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #256 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 6 quarters since.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.