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Annex Advisory Services’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Annex Advisory Services’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
2020
Q3 		– Sell
-2,771
Closed -$315K – 142
2020
Q2 		$315K Buy
+2,771
New +$296K 0.04% 101

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annex Advisory Services's TILT Position: Q3 2020 in Review

Annex Advisory Services sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2020, closing a stake of 2,771 shares — an estimated $315K sold.

Annex Advisory Services first reported a position in TILT in Q2 2020 and held it in 1 quarter. The position peaked at $315K in Q2 2020. 53 funds tracked by Wall St. Rank hold TILT as of Q3 2020.

  • Annex Advisory Services reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q3 2020 after selling out during the quarter.
  • Annex Advisory Services sold 2,771 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2020, an estimated $315K.
  • Annex Advisory Services first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2020 and held it in 1 quarter.
  • Annex Advisory Services's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $315K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2020.

Based on Annex Advisory Services's 13F filing for Q3 2020, filed 23 Oct 2020.