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Wealthspire Advisors (New York)’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Wealthspire Advisors (New York)’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 		$1.82M Hold
6,592
– – 0.01% 435
2026
Q1 		$1.59M Hold
6,592
– – 0.01% 318
2025
Q4 		$1.64M Hold
6,592
– – 0.01% 328
2025
Q3 		$1.6M Hold
6,592
– – 0.01% 311
2025
Q2 		$1.48M Hold
6,592
– – 0.01% 326
2025
Q1 		$1.36M Hold
6,592
– – 0.01% 332
2024
Q4 		$1.42M Sell
6,592
-6,593
-50% -$1.44M 0.01% 302
2024
Q3 		$2.81M Buy
+13,185
New +$2.7M 0.03% 202

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 22.9% 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 $1.56B AUM 16.49% 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

Wealthspire Advisors (New York)'s TILT Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q2 2026 at 6,592 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #435.

Wealthspire Advisors (New York) first reported a position in TILT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.81M in Q3 2024. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,592 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $1.82M as of Q2 2026.
  • Wealthspire Advisors (New York) left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #435 holding.
  • Wealthspire Advisors (New York) first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2024 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $2.81M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.