Simplex Trading
TOPT

Simplex Trading’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Simplex Trading’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 		$44.1K Buy
1,340
+538
+67% +$17.5K ﹤0.01% 6419
2026
Q1 		$23K Sell
802
-2,353
-75% -$70.9K ﹤0.01% 6658
2025
Q4 		$98.5K Buy
3,155
+2,475
+364% +$76.7K ﹤0.01% 5016
2025
Q3 		$20K Buy
680
+446
+191% +$12.8K ﹤0.01% 7346
2025
Q2 		$6K Sell
234
-5,896
-96% -$147K ﹤0.01% 7692
2025
Q1 		$146K Sell
6,130
-10,381
-63% -$266K ﹤0.01% 4652
2024
Q4 		$430K Buy
+16,511
New +$424K ﹤0.01% 3705

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Simplex Trading's TOPT Position: Q2 2026 in Review

Simplex Trading increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 67% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,340 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6419.

Simplex Trading first reported a position in TOPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $430K in Q4 2024. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Simplex Trading held 1,340 shares of iShares Top 20 U.S. Stocks ETF worth $44.1K as of Q2 2026.
  • Simplex Trading bought 538 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6419 holding.
  • Simplex Trading first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 7 quarters since.
  • Simplex Trading's iShares Top 20 U.S. Stocks ETF position peaked at $430K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.