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

VestGen 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
Q2 		$707K Sell
2,560
-211
-8% -$56.1K 0.02% 557
2026
Q1 		$744K Buy
+2,771
New +$696K 0.02% 530

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VestGen Advisors's TILT Position: Q2 2026 in Review

VestGen Advisors reduced its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 7.6% in Q2 2026, selling an estimated $56.1K and leaving 2,560 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #557.

VestGen Advisors first reported a position in TILT in Q1 2026 and has held it in 2 quarters since. The position peaked at $744K in Q1 2026. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • VestGen Advisors held 2,560 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $707K as of Q2 2026.
  • VestGen Advisors sold 211 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $56.1K.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #557 holding.
  • VestGen Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $744K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.