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

Sowell 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 Q3	$410K	Buy	+11,734	New	+$395K	0.01%	765

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

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

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

Sowell Financial Services's TOPT Position: Q3 2026 in Review

Sowell Financial Services opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026: 11,734 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings.

22 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

Sowell Financial Services held 11,734 shares of iShares Top 20 U.S. Stocks ETF worth $410K as of Q3 2026.
iShares Top 20 U.S. Stocks ETF was a new Sowell Financial Services position in Q3 2026.
iShares Top 20 U.S. Stocks ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #765 holding.
22 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.