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RCS Financial Planning’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

RCS Financial Planning’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 		– Sell
-19,683
Closed -$648K – 112
2026
Q2 		$648K Buy
+19,683
New +$639K 0.31% 56

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
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
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

RCS Financial Planning's TOPT Position: Q3 2026 in Review

RCS Financial Planning sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026, closing a stake of 19,683 shares — an estimated $648K sold.

RCS Financial Planning first reported a position in TOPT in Q2 2026 and held it in 1 quarter. The position peaked at $648K in Q2 2026. 18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • RCS Financial Planning reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q3 2026 after selling out during the quarter.
  • RCS Financial Planning sold 19,683 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $648K.
  • RCS Financial Planning first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2026 and held it in 1 quarter.
  • RCS Financial Planning's iShares Top 20 U.S. Stocks ETF position peaked at $648K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.