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

Cherry Tree 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
2026 Q3	$7.21K	Hold	26	–	–	﹤0.01%	467
2026 Q2	$7.18K	Hold	26	–	–	﹤0.01%	473
2026 Q1	$6.28K	Hold	26	–	–	﹤0.01%	467
2025 Q4	$6.47K	Hold	26	–	–	﹤0.01%	465
2025 Q3	$6.3K	Hold	26	–	–	﹤0.01%	453
2025 Q2	$5.82K	Hold	26	–	–	﹤0.01%	461
2025 Q1	$5.35K	Hold	26	–	–	﹤0.01%	519
2024 Q4	$5.62K	Hold	26	–	–	﹤0.01%	468
2024 Q3	$5.53K	Hold	26	–	–	﹤0.01%	472
2024 Q2	$5.2K	Hold	26	–	–	﹤0.01%	458
2024 Q1	$5.16K	Hold	26	–	–	﹤0.01%	437
2023 Q4	$4.74K	Hold	26	–	–	﹤0.01%	434
2023 Q3	$4.24K	Hold	26	–	–	﹤0.01%	419
2023 Q2	$4.38K	Buy	+26	New	+$4.14K	﹤0.01%	419

Other funds holding TILT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Cherry Tree Wealth Management's TILT Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q3 2026 at 26 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Cherry Tree Wealth Management first reported a position in TILT in Q2 2023 and has held it in 14 quarters since. 35 funds tracked by Wall St. Rank hold TILT as of Q3 2026.

Cherry Tree Wealth Management held 26 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $7.21K as of Q3 2026.
Cherry Tree Wealth Management left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q3 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #467 holding.
Cherry Tree Wealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2023 and has held it in 14 quarters since.
35 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.