Simplex Trading
TILT icon

Simplex Trading’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Simplex Trading’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
-100
Closed -$4K – 9933
2023
Q1 		$4K Hold
100
– – ﹤0.01% 8230
2022
Q4 		$4K Sell
100
-400
-80% -$59.9K ﹤0.01% 8264
2022
Q3 		$18K Sell
500
-9,600
-95% -$1.47M ﹤0.01% 7644
2022
Q2 		$400K Buy
10,100
+500
+5% +$79.2K ﹤0.01% 3731
2022
Q1 		$449K Buy
9,600
+8,600
+860% +$1.48M ﹤0.01% 3966
2021
Q4 		$39K Sell
1,000
-100
-9% -$17.9K ﹤0.01% 7577
2021
Q3 		$40K Hold
1,100
– – ﹤0.01% 7799
2021
Q2 		$40K Buy
1,100
+1,093
+15,614% +$183K ﹤0.01% 7927
2021
Q1 		$12K Buy
+7
New +$1.08K ﹤0.01% 7810

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return