ATX Financial Planning LLC Takes $1.51 Million Position in iShares Top 20 U.S. Stocks ETF $TOPT

ATX Financial Planning LLC bought a new stake in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) in the 4th quarter, HoldingsChannel reports. The fund bought 48,480 shares of the company’s stock, valued at approximately $1,514,000. iShares Top 20 U.S. Stocks ETF accounts for about 1.2% of ATX Financial Planning LLC’s investment portfolio, making the stock its 21st biggest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in TOPT. Savvy Advisors Inc. acquired a new stake in shares of iShares Top 20 U.S. Stocks ETF in the fourth quarter valued at approximately $691,000. Clear Creek Financial Management LLC raised its stake in shares of iShares Top 20 U.S. Stocks ETF by 70.2% in the 4th quarter. Clear Creek Financial Management LLC now owns 107,486 shares of the company’s stock worth $3,357,000 after buying an additional 44,318 shares in the last quarter. Goodman Advisory Group LLC bought a new stake in iShares Top 20 U.S. Stocks ETF in the third quarter worth about $12,976,000. Geneos Wealth Management Inc. raised its holdings in shares of iShares Top 20 U.S. Stocks ETF by 420.4% in the 4th quarter. Geneos Wealth Management Inc. now owns 86,098 shares of the company’s stock worth $2,689,000 after purchasing an additional 69,555 shares in the last quarter. Finally, Core Wealth Partners LLC lifted its position in shares of iShares Top 20 U.S. Stocks ETF by 211.0% during the 4th quarter. Core Wealth Partners LLC now owns 35,199 shares of the company’s stock valued at $1,099,000 after acquiring an additional 23,882 shares during the last quarter.

iShares Top 20 U.S. Stocks ETF Stock Up 1.3%

Shares of NYSEARCA TOPT opened at $33.27 on Friday. iShares Top 20 U.S. Stocks ETF has a 12 month low of $26.00 and a 12 month high of $34.47. The company has a market cap of $603.52 million, a price-to-earnings ratio of 32.42 and a beta of 1.10. The business has a fifty day simple moving average of $32.77 and a 200-day simple moving average of $31.22.

iShares Top 20 U.S. Stocks ETF Profile

The iShares Top 20 U.S. Stocks ETF (TOPT) is an exchange-traded fund that is based on the S&P 500 Top 20 Select index. The fund seeks to mirror the performance of an index comprising the top 20 largest US firms by market-cap in the S&P 500. The companies are weighted by their float-adjusted market-cap TOPT was launched on Oct 23, 2024 and is issued by BlackRock.