Optivise Advisory Services’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Optivise Advisory Services’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	$640K	Buy	+18,350	New	+$617K	0.31%	87

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 33.52% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Optivise Advisory Services's TOPT Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026: 18,350 shares worth $640K. The stake represents 0.31% of the portfolio and ranks #87 among its holdings.

18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

Optivise Advisory Services held 18,350 shares of iShares Top 20 U.S. Stocks ETF worth $640K as of Q3 2026.
iShares Top 20 U.S. Stocks ETF was a new Optivise Advisory Services position in Q3 2026.
iShares Top 20 U.S. Stocks ETF made up 0.31% of Optivise Advisory Services's portfolio in Q3 2026, its #87 holding.
18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.