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WealthPlan Investment Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

WealthPlan Investment Management’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 		$1.24M Sell
4,506
-33
-0.7% -$8.78K 0.06% 211
2026
Q1 		$1.1M Buy
+4,539
New +$1.14M 0.06% 207

Other funds holding TILT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
TWA
Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $265M AUM 18.67% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthPlan Investment Management's TILT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 0.73% in Q2 2026, selling an estimated $8.78K and leaving 4,506 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #211.

WealthPlan Investment Management first reported a position in TILT in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • WealthPlan Investment Management held 4,506 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.24M as of Q2 2026.
  • WealthPlan Investment Management sold 33 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $8.78K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #211 holding.
  • WealthPlan Investment Management first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.