SFC
TOPT

Strategic Financial Concepts’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Strategic Financial Concepts’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 		$306K Sell
9,300
-2,990
-24% -$97K 0.09% 176
2026
Q1 		$352K Buy
+12,290
New +$370K 0.09% 194
2025
Q4 		– Sell
-12,450
Closed -$379K – 320
2025
Q3 		$379K Sell
12,450
-300
-2% -$8.63K 0.06% 170
2025
Q2 		$332K Buy
12,750
+1,790
+16% +$44.5K 0.05% 188
2025
Q1 		$261K Buy
+10,960
New +$281K 0.05% 262

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

Strategic Financial Concepts's TOPT Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 24% in Q2 2026, selling an estimated $97K and leaving 9,300 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #176.

Strategic Financial Concepts first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $379K in Q3 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Strategic Financial Concepts held 9,300 shares of iShares Top 20 U.S. Stocks ETF worth $306K as of Q2 2026.
  • Strategic Financial Concepts sold 2,990 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $97K.
  • iShares Top 20 U.S. Stocks ETF made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #176 holding.
  • Strategic Financial Concepts first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • Strategic Financial Concepts's iShares Top 20 U.S. Stocks ETF position peaked at $379K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.