AW
TILT icon

ACG Wealth’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

ACG Wealth’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-42
Closed -$6K – 929
2022
Q2 		$6K Buy
+42
New +$6.66K ﹤0.01% 752

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACG Wealth's TILT Position: Q3 2022 in Review

ACG Wealth sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2022, closing a stake of 42 shares — an estimated $6K sold.

ACG Wealth first reported a position in TILT in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 67 funds tracked by Wall St. Rank hold TILT as of Q3 2022.

  • ACG Wealth reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 42 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2022, an estimated $6K.
  • ACG Wealth first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $6K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.