Chicago Partners Investment Group’s Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF TLTD Stock Holding History

Chicago Partners Investment Group’s Portfolio TLTD Stock Details TLTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Buy	2,556 +37	+1%	+$3.67K	0.01%	1326
2026 Q1	$248K	Buy	2,519 +3	+0.1%	+$291	0.01%	1235
2025 Q4	$244K	Buy	2,516 +36	+1%	+$3.25K	0.01%	1148
2025 Q3	$224K	Buy	2,480 +34	+1%	+$2.92K	0.01%	1118
2025 Q2	$210K	Buy	+2,446	New	+$192K	0.01%	1024

Other funds holding TLTD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HTIM

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Chicago Partners Investment Group's TLTD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF (TLTD) stake by 1.5% in Q2 2026, buying an estimated $3.67K and bringing the position to 2,556 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1326.

Chicago Partners Investment Group first reported a position in TLTD in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold TLTD as of Q2 2026.

Chicago Partners Investment Group held 2,556 shares of Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF worth $252K as of Q2 2026.
Chicago Partners Investment Group bought 37 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF shares in Q2 2026, an estimated $3.67K.
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1326 holding.
Chicago Partners Investment Group first reported a position in Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF in Q2 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.