Cyndeo Wealth Partners’s Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF TLTD Stock Holding History

Cyndeo Wealth Partners’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 Q3	$840K	Sell	8,314 -14	-0.2%	-$1.43K	0.04%	290
2026 Q2	$817K	Sell	8,328 -6	-0.1%	-$596	0.04%	284
2026 Q1	$783K	Sell	8,334 -17	-0.2%	-$1.65K	0.04%	260
2025 Q4	$774K	Sell	8,351 -18	-0.2%	-$1.62K	0.04%	270
2025 Q3	$743K	Sell	8,369 -25	-0.3%	-$2.15K	0.04%	269
2025 Q2	$701K	Buy	8,394 +556	+7%	+$43.7K	0.04%	267
2025 Q1	$586K	Buy	+7,838	New	+$572K	0.04%	279

Other funds holding TLTD

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 23.74% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Cyndeo Wealth Partners's TLTD Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF (TLTD) stake by 0.17% in Q3 2026, selling an estimated $1.43K and leaving 8,314 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #290.

Cyndeo Wealth Partners first reported a position in TLTD in Q1 2025 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold TLTD as of Q3 2026.

Cyndeo Wealth Partners held 8,314 shares of Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF worth $840K as of Q3 2026.
Cyndeo Wealth Partners sold 14 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF shares in Q3 2026, an estimated $1.43K.
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #290 holding.
Cyndeo Wealth Partners first reported a position in Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF in Q1 2025 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.