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Ishs Top 20 U S Stks Etf shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Ishs Top 20 U S Stks Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishs Top 20 U S Stks Etf held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishs Top 20 U S Stks Etf by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 49k 31.23

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
BlackRock
Goodman Advisory Group
Touchstone Capital
Goss Wealth Management
Envestnet Asset Management
HighTower Advisors
Susquehanna International
Goldman Sachs Group
Clear Creek Financial Management
Cetera Investment Advisers
Citadel Advisors
Janney Montgomery Scott
Geneos Wealth Management
Kestra Investment Management

View all funds holding Ishs Top 20 U S Stks Etf