RIA Advisory Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

RIA Advisory 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 Q3	$1.11M	Sell	31,749 -8,810	-22%	-$296K	0.31%	53
2026 Q2	$1.34M	Sell	40,559 -5,203	-11%	-$169K	0.29%	56
2026 Q1	$1.31M	Sell	45,762 -1,818	-4%	-$54.8K	0.31%	50
2025 Q4	$1.49M	Sell	47,580 -705	-1%	-$21.9K	0.36%	44
2025 Q3	$1.47M	Sell	48,285 -489	-1%	-$14.1K	0.38%	48
2025 Q2	$1.33M	Buy	48,774 +12,508	+34%	+$311K	0.39%	42
2025 Q1	$864K	Buy	36,266 +16,098	+80%	+$412K	0.28%	63
2024 Q4	$526K	Buy	+20,168	New	+$518K	0.18%	71

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

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 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

RIA Advisory Group's TOPT Position: Q3 2026 in Review

RIA Advisory Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 22% in Q3 2026, selling an estimated $296K and leaving 31,749 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #53.

RIA Advisory Group first reported a position in TOPT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

RIA Advisory Group held 31,749 shares of iShares Top 20 U.S. Stocks ETF worth $1.11M as of Q3 2026.
RIA Advisory Group sold 8,810 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $296K.
iShares Top 20 U.S. Stocks ETF made up 0.31% of RIA Advisory Group's portfolio in Q3 2026, its #53 holding.
RIA Advisory Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 8 quarters since.
RIA Advisory Group's iShares Top 20 U.S. Stocks ETF position peaked at $1.49M in Q4 2025.
18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.