Calamos Wealth Management
TILT icon

Calamos Wealth Management’s Northern Trust Morningstar US Market Factor Tilt ETF 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 $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Calamos Wealth Management sold out of Northern Trust Morningstar US Market Factor Tilt ETF (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 Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 1,040 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2025, an estimated $214K.
  • Calamos Wealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2025 and held it in 1 quarter.
  • Calamos Wealth Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $214K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2025.

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