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Ishs Top 20 U S Stks Etf shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp investment in Ishs Top 20 U S Stks Etf

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All positions including Ishs Top 20 U S Stks Etf held by Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 35k 30.46
2025-06-30 $1.2M 45k 27.29

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Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
BlackRock
Goodman Advisory Group
Touchstone Capital
Envestnet Asset Management
HighTower Advisors
Susquehanna International
Goldman Sachs Group
Cetera Investment Advisers
Citadel Advisors
Kestra Investment Management
Horizon Investments
Clear Creek Financial Management
Founders Financial Securities
Commonwealth Equity Services

View all funds holding Ishs Top 20 U S Stks Etf