Bank of Montreal
LKOR icon

Bank of Montreal’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Bank of Montreal’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,826
Closed -$300K – 4089
2024
Q1 		$300K Buy
6,826
+4,084
+149% +$178K ﹤0.01% 2781
2023
Q4 		$124K Buy
2,742
+988
+56% +$40.5K ﹤0.01% 3316
2023
Q3 		$73.3K Buy
+1,754
New +$73.6K ﹤0.01% 3356

Other funds holding LKOR

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bank of Montreal's LKOR Position: Q2 2024 in Review

Bank of Montreal sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q2 2024, closing a stake of 6,826 shares — an estimated $300K sold.

Bank of Montreal first reported a position in LKOR in Q3 2023 and held it in 3 quarters. The position peaked at $300K in Q1 2024. 16 funds tracked by Wall St. Rank hold LKOR as of Q2 2024.

  • Bank of Montreal reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 6,826 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q2 2024, an estimated $300K.
  • Bank of Montreal first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Bank of Montreal's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $300K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.