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TILT icon

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

Curio Wealth’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
Q2 		– Sell
-335
Closed -$80.9K – 1022
2026
Q1 		$80.9K Hold
335
– – 0.03% 110
2025
Q4 		$84.4K Hold
335
– – 0.03% 115
2025
Q3 		$81.2K Hold
335
– – 0.03% 104
2025
Q2 		$75K Buy
335
+334
+33,400% +$69.6K 0.03% 109
2025
Q1 		$85.1K Sell
1
-393
-100% -$85.2K 0.04% 107
2024
Q4 		$85.1K Buy
+394
New +$86.3K 0.05% 105

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SAG
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

Curio Wealth's TILT Position: Q2 2026 in Review

Curio Wealth sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2026, closing a stake of 335 shares — an estimated $80.9K sold.

Curio Wealth first reported a position in TILT in Q4 2024 and held it in 6 quarters. The position peaked at $85.1K in Q1 2025. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Curio Wealth reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 335 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $80.9K.
  • Curio Wealth first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $85.1K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.