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Pension & Wealth Management Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-96
Closed -$15.1K – 321
2023
Q1 		$15.1K Buy
+96
New +$15K 0.01% 206

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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's TILT Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2023, closing a stake of 96 shares — an estimated $15.1K sold.

Pension & Wealth Management Advisors 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 reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 96 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2023, an estimated $15.1K.
  • Pension & Wealth Management Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $15.1K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.