PFS
TOPT

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

Prospera Financial 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
Q2 		$1.35M Sell
40,952
-1,724
-4% -$55.9K 0.02% 652
2026
Q1 		$1.22M Buy
42,676
+342
+0.8% +$10.3K 0.02% 643
2025
Q4 		$1.32M Buy
42,334
+94
+0.2% +$2.92K 0.02% 595
2025
Q3 		$1.29M Buy
42,240
+21,769
+106% +$626K 0.02% 592
2025
Q2 		$559K Buy
20,471
+8,436
+70% +$210K 0.01% 867
2025
Q1 		$287K Buy
+12,035
New +$308K 0.01% 1008

Other funds holding TOPT

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Prospera Financial Services's TOPT Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 4% in Q2 2026, selling an estimated $55.9K and leaving 40,952 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #652.

Prospera Financial Services first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Prospera Financial Services held 40,952 shares of iShares Top 20 U.S. Stocks ETF worth $1.35M as of Q2 2026.
  • Prospera Financial Services sold 1,724 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #652 holding.
  • Prospera Financial Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.