RIA
TOPT

Realta Investment Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Realta Investment Advisors’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 		– Sell
-10,305
Closed -$295K – 417
2026
Q1 		$295K Buy
10,305
+1,460
+17% +$44K 0.1% 166
2025
Q4 		$276K Buy
+8,845
New +$274K 0.09% 166

Other funds holding TOPT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Realta Investment Advisors's TOPT Position: Q2 2026 in Review

Realta Investment Advisors sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026, closing a stake of 10,305 shares — an estimated $295K sold.

Realta Investment Advisors first reported a position in TOPT in Q4 2025 and held it in 2 quarters. The position peaked at $295K in Q1 2026. 16 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Realta Investment Advisors reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 10,305 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $295K.
  • Realta Investment Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and held it in 2 quarters.
  • Realta Investment Advisors's iShares Top 20 U.S. Stocks ETF position peaked at $295K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.