Avior Wealth Management
TILT icon

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

Avior Wealth Management’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
2024
Q4 		– Sell
-61
Closed -$13K – 2535
2024
Q3 		$13K Hold
61
– – ﹤0.01% 1474
2024
Q2 		$12.2K Hold
61
– – ﹤0.01% 1458
2024
Q1 		$12.1K Hold
61
– – ﹤0.01% 1794
2023
Q4 		$11.1K Hold
61
– – ﹤0.01% 975
2023
Q3 		$9.94K Buy
+61
New +$10.4K ﹤0.01% 1044

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Avior Wealth Management's TILT Position: Q4 2024 in Review

Avior Wealth Management sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2024, closing a stake of 61 shares — an estimated $13K sold.

Avior Wealth Management first reported a position in TILT in Q3 2023 and held it in 5 quarters. The position peaked at $13K in Q3 2024. 97 funds tracked by Wall St. Rank hold TILT as of Q4 2024.

  • Avior Wealth Management reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 61 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2024, an estimated $13K.
  • Avior Wealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $13K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.