SPIA
TOPT

Steward Partners Investment Advisory’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Steward Partners Investment Advisory’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 		$96.8K Sell
2,940
-1,125
-28% -$36.5K ﹤0.01% 2599
2026
Q1 		$116K Sell
4,065
-54,084
-93% -$1.63M ﹤0.01% 2296
2025
Q4 		$1.82M Buy
58,149
+2,556
+5% +$79.3K 0.01% 822
2025
Q3 		$1.69M Buy
55,593
+3,882
+8% +$112K 0.01% 835
2025
Q2 		$1.41M Buy
+51,711
New +$1.29M 0.01% 842

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 22.96% 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

Steward Partners Investment Advisory's TOPT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 28% in Q2 2026, selling an estimated $36.5K and leaving 2,940 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Steward Partners Investment Advisory first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Steward Partners Investment Advisory held 2,940 shares of iShares Top 20 U.S. Stocks ETF worth $96.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,125 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2599 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's iShares Top 20 U.S. Stocks ETF position peaked at $1.82M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.