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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-96
Closed -$15.1K – 321
2023
Q1 		$15.1K Buy
+96
New +$15K 0.01% 206

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TILT Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2023, closing a stake of 96 shares — an estimated $15.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TILT in Q1 2023 and held it in 1 quarter. The position peaked at $15.1K in Q1 2023. 76 funds tracked by Wall St. Rank hold TILT as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 96 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2023, an estimated $15.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $15.1K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.