Valeo Financial Advisors
TOPT icon

Valeo Financial Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Valeo Financial Advisors’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 		$245K Hold
7,025
– – 0.01% 698
2026
Q2 		$231K Buy
+7,025
New +$228K ﹤0.01% 714
2026
Q1 		– Sell
-6,847
Closed -$214K – 901
2025
Q4 		$214K Hold
6,847
– – ﹤0.01% 733
2025
Q3 		$209K Buy
+6,847
New +$197K ﹤0.01% 742

Other funds holding TOPT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Valeo Financial Advisors's TOPT Position: Q3 2026 in Review

Valeo Financial Advisors held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q3 2026 at 7,025 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #698.

Valeo Financial Advisors first reported a position in TOPT in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Valeo Financial Advisors held 7,025 shares of iShares Top 20 U.S. Stocks ETF worth $245K as of Q3 2026.
  • Valeo Financial Advisors left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q3 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #698 holding.
  • Valeo Financial Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.