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Calamos Wealth Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Calamos 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
2025
Q2 		– Sell
-1,040
Closed -$214K – 366
2025
Q1 		$214K Buy
+1,040
New +$225K 0.01% 294

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Calamos Wealth Management's TILT Position: Q2 2025 in Review

Calamos Wealth Management sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2025, closing a stake of 1,040 shares — an estimated $214K sold.

Calamos Wealth Management first reported a position in TILT in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 98 funds tracked by Wall St. Rank hold TILT as of Q2 2025.

  • Calamos Wealth Management reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q2 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 1,040 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2025, an estimated $214K.
  • Calamos Wealth Management first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2025 and held it in 1 quarter.
  • Calamos Wealth Management's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $214K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2025.

Based on Calamos Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.