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

Discipline Wealth Solutions’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	$2.93M	Sell	10,610 -248	-2%	-$66K	0.26%	56
2026 Q1	$2.62M	Buy	10,858 +1,083	+11%	+$272K	0.28%	56
2025 Q4	$2.43M	Sell	9,775 -462	-5%	-$114K	0.45%	46
2025 Q3	$2.48M	Buy	10,237 +2,166	+27%	+$505K	0.65%	32
2025 Q2	$1.81M	Buy	8,071 +6,303	+357%	+$1.31M	0.69%	28
2025 Q1	$364K	Sell	1,768 -624	-26%	-$135K	0.17%	58
2024 Q4	$517K	Buy	2,392 +6	+0.3%	+$1.31K	0.24%	51
2024 Q3	$508K	Buy	2,386 +4	+0.2%	+$820	0.27%	43
2024 Q2	$476K	Buy	+2,382	New	+$465K	0.38%	19

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

Discipline Wealth Solutions's TILT Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 2.3% in Q2 2026, selling an estimated $66K and leaving 10,610 shares worth $2.93M. The position accounts for 0.26% of the portfolio, ranked #56.

Discipline Wealth Solutions first reported a position in TILT in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Discipline Wealth Solutions held 10,610 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $2.93M as of Q2 2026.
Discipline Wealth Solutions sold 248 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $66K.
Northern Trust Morningstar US Market Factor Tilt ETF made up 0.26% of Discipline Wealth Solutions's portfolio in Q2 2026, its #56 holding.
Discipline Wealth Solutions first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.