WealthPlan Investment Management
TOPT icon

WealthPlan Investment Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

WealthPlan Investment Management’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 		$462K Buy
13,248
+326
+3% +$11K 0.02% 325
2026
Q2 		$425K Buy
12,922
+311
+2% +$10.1K 0.02% 346
2026
Q1 		$361K Buy
12,611
+2,788
+28% +$84K 0.02% 358
2025
Q4 		$307K Buy
+9,823
New +$305K 0.02% 313

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

WealthPlan Investment Management's TOPT Position: Q3 2026 in Review

WealthPlan Investment Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 2.5% in Q3 2026, buying an estimated $11K and bringing the position to 13,248 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #325.

WealthPlan Investment Management first reported a position in TOPT in Q4 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • WealthPlan Investment Management held 13,248 shares of iShares Top 20 U.S. Stocks ETF worth $462K as of Q3 2026.
  • WealthPlan Investment Management bought 326 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $11K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q3 2026, its #325 holding.
  • WealthPlan Investment Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.