IFP Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

IFP Advisors’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 Q3	$5.55K	Hold	20	–	–	﹤0.01%	3745
2026 Q2	$5.52K	Hold	20	–	–	﹤0.01%	3722
2026 Q1	$4.83K	Hold	20	–	–	﹤0.01%	3548
2025 Q4	$4.97K	Hold	20	–	–	﹤0.01%	3412
2025 Q3	$4.85K	Hold	20	–	–	﹤0.01%	3268
2025 Q2	$4.48K	Hold	20	–	–	﹤0.01%	3470
2025 Q1	$4.12K	Buy	+20	New	+$4.34K	﹤0.01%	2908
2021 Q2	–	Sell	-29	Closed	-$4.85K	–	3231
2021 Q1	$5K	Hold	29	–	–	﹤0.01%	2433
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	2432
2020 Q3	$4K	Hold	29	–	–	﹤0.01%	2290
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	2292
2020 Q1	$3K	Buy	+29	New	+$3.38K	﹤0.01%	2275
2019 Q1	–	Sell	-11,901	Closed	-$1.18M	–	3347
2018 Q4	$1.18M	Buy	11,901 +487	+4%	+$53.3K	0.07%	309
2018 Q3	$1.36M	Buy	11,414 +525	+5%	+$62.1K	0.06%	347
2018 Q2	$1.24M	Buy	10,889 +1,941	+22%	+$219K	0.05%	360
2018 Q1	$1M	Hold	8,948	–	–	0.05%	393
2017 Q4	$1M	Buy	8,948 +6,198	+225%	+$674K	0.05%	393
2017 Q3	$290K	Hold	2,750	–	–	0.01%	937
2017 Q2	$281K	Buy	2,750 +1,291	+88%	+$130K	0.01%	938
2017 Q1	$146K	Buy	+1,459	New	+$145K	0.01%	1278

Other funds holding TILT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

BCA

Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

ESB

Essex Savings Bank Essex, Connecticut $503M AUM 29.8% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFP Advisors's TILT Position: Q3 2026 in Review

IFP Advisors held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q3 2026 at 20 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

IFP Advisors first reported a position in TILT in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.36M in Q3 2018. 19 funds tracked by Wall St. Rank hold TILT as of Q3 2026.

IFP Advisors held 20 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $5.55K as of Q3 2026.
IFP Advisors left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q3 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3745 holding.
IFP Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2017 and has held it in 20 quarters since.
IFP Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $1.36M in Q3 2018.
19 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.