Wedbush Securities
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Wedbush Securities’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Wedbush Securities’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 		– Sell
-6,105
Closed -$201K – 1405
2026
Q2 		$201K Buy
+6,105
New +$198K 0.01% 1218

Other funds holding TOPT

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
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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wedbush Securities's TOPT Position: Q3 2026 in Review

Wedbush Securities sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q3 2026, closing a stake of 6,105 shares — an estimated $201K sold.

Wedbush Securities first reported a position in TOPT in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 22 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Wedbush Securities reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q3 2026 after selling out during the quarter.
  • Wedbush Securities sold 6,105 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $201K.
  • Wedbush Securities first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2026 and held it in 1 quarter.
  • Wedbush Securities's iShares Top 20 U.S. Stocks ETF position peaked at $201K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.