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BOLTON SECURITIES CORPORATION’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$609K Sell
17,448
-56,750
-76% -$1.91M 0.02% 549
2026
Q2 		$2.44M Buy
74,198
+13,463
+22% +$437K 0.09% 235
2026
Q1 		$1.74M Buy
+60,735
New +$1.83M 0.08% 261

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
DCF
Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return
Atomic Invest
Atomic Invest New York $683M AUM 3.17% 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

BOLTON SECURITIES CORPORATION's TOPT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 76% in Q3 2026, selling an estimated $1.91M and leaving 17,448 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #549.

BOLTON SECURITIES CORPORATION first reported a position in TOPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.44M in Q2 2026. 86 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 17,448 shares of iShares Top 20 U.S. Stocks ETF worth $609K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 56,750 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $1.91M.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #549 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Top 20 U.S. Stocks ETF position peaked at $2.44M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.