Envestnet Portfolio Solutions Inc. Makes New Investment in iShares Top 20 U.S. Stocks ETF $TOPT

Envestnet Portfolio Solutions Inc. bought a new stake in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 26,354 shares of the company’s stock, valued at approximately $803,000. Envestnet Portfolio Solutions Inc. owned 0.22% of iShares Top 20 U.S. Stocks ETF as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Touchstone Capital Inc. bought a new stake in iShares Top 20 U.S. Stocks ETF during the 3rd quarter valued at $10,879,000. Geneos Wealth Management Inc. purchased a new position in shares of iShares Top 20 U.S. Stocks ETF during the third quarter worth approximately $504,000. Keystone Wealth Services LLC grew its position in iShares Top 20 U.S. Stocks ETF by 334.3% during the 3rd quarter. Keystone Wealth Services LLC now owns 41,151 shares of the company’s stock worth $1,253,000 after acquiring an additional 31,675 shares during the last quarter. Founders Financial Securities LLC bought a new stake in iShares Top 20 U.S. Stocks ETF in the 3rd quarter worth $1,817,000. Finally, Osaic Holdings Inc. purchased a new stake in iShares Top 20 U.S. Stocks ETF in the 2nd quarter worth approximately $238,000.

iShares Top 20 U.S. Stocks ETF Price Performance

TOPT stock opened at $30.84 on Friday. The firm has a 50-day moving average of $31.10 and a 200 day moving average of $30.18. The company has a market cap of $468.15 million, a P/E ratio of 32.42 and a beta of 1.17. iShares Top 20 U.S. Stocks ETF has a 1 year low of $20.39 and a 1 year high of $31.97.

iShares Top 20 U.S. Stocks ETF Company 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.