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Global Wealth Strategies & Associates’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Global Wealth Strategies & Associates’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
-12
Closed -$2.9K – 430
2026
Q1 		$2.9K Hold
12
– – ﹤0.01% 386
2025
Q4 		$2.98K Hold
12
– – ﹤0.01% 396
2025
Q3 		$2.91K Buy
+12
New +$2.8K ﹤0.01% 369

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 22.9% 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 $1.56B AUM 16.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SageView Advisory Group
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

Global Wealth Strategies & Associates's TILT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2026, closing a stake of 12 shares — an estimated $2.9K sold.

Global Wealth Strategies & Associates first reported a position in TILT in Q3 2025 and held it in 3 quarters. The position peaked at $2.98K in Q4 2025. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $2.9K.
  • Global Wealth Strategies & Associates first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $2.98K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.