NFSG
TILT icon

Newbridge Financial Services Group’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Newbridge Financial Services Group’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
2021
Q2 		– Sell
-67
Closed -$11K – 1509
2021
Q1 		$11K Buy
+67
New +$10.3K 0.01% 882

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's TILT Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2021, closing a stake of 67 shares — an estimated $11K sold.

Newbridge Financial Services Group first reported a position in TILT in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 63 funds tracked by Wall St. Rank hold TILT as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 67 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2021, an estimated $11K.
  • Newbridge Financial Services Group first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $11K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.