Global Retirement Partners
TILT icon

Global Retirement Partners’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Global Retirement Partners’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
2024
Q2 		– Sell
-45
Closed -$8.93K – 3638
2024
Q1 		$8.93K Buy
+45
New +$8.46K ﹤0.01% 2171

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Morgan Stanley
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Global Retirement Partners's TILT Position: Q2 2024 in Review

Global Retirement Partners sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2024, closing a stake of 45 shares — an estimated $8.93K sold.

Global Retirement Partners first reported a position in TILT in Q1 2024 and held it in 1 quarter. The position peaked at $8.93K in Q1 2024. 92 funds tracked by Wall St. Rank hold TILT as of Q2 2024.

  • Global Retirement Partners reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 45 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2024, an estimated $8.93K.
  • Global Retirement Partners first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2024 and held it in 1 quarter.
  • Global Retirement Partners's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $8.93K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.