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Sound Income Strategies’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Sound Income Strategies’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
2025
Q3 		– Sell
-3
Closed -$684 – 1819
2025
Q2 		$684 Hold
3
– – ﹤0.01% 1420
2025
Q1 		$626 Buy
+3
New +$650 ﹤0.01% 1398
2024
Q1 		– Sell
-1,509
Closed -$275K – 1447
2023
Q4 		$275K Buy
+1,509
New +$254K 0.02% 166

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Income Strategies's TILT Position: Q3 2025 in Review

Sound Income Strategies sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q3 2025, closing a stake of 3 shares — an estimated $684 sold.

Sound Income Strategies first reported a position in TILT in Q4 2023 and held it in 3 quarters. The position peaked at $275K in Q4 2023. 99 funds tracked by Wall St. Rank hold TILT as of Q3 2025.

  • Sound Income Strategies reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 3 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q3 2025, an estimated $684.
  • Sound Income Strategies first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $275K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.