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Burt Wealth Advisors’s Northern Trust Credit-Scored US Corporate Bond ETF SKOR Stock Holding History

Burt Wealth Advisors’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$258K Hold
5,230
– – 0.06% 105
2025
Q2 		$255K Hold
5,230
– – 0.06% 105
2025
Q1 		$253K Sell
5,230
-747
-12% -$35.8K 0.06% 104
2024
Q4 		$285K Hold
5,977
– – 0.07% 92
2024
Q3 		$294K Hold
5,977
– – 0.07% 95
2024
Q2 		$284K Hold
5,977
– – 0.07% 92
2024
Q1 		$286K Sell
5,977
-946
-14% -$45.1K 0.07% 94
2023
Q4 		$332K Buy
6,923
+2,452
+55% +$114K 0.09% 77
2023
Q3 		$206K Buy
+4,471
New +$208K 0.06% 98

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

Burt Wealth Advisors's SKOR Position: Q3 2025 in Review

Burt Wealth Advisors held its Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) position steady in Q3 2025 at 5,230 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #105.

Burt Wealth Advisors first reported a position in SKOR in Q3 2023 and has held it in 9 quarters since. The position peaked at $332K in Q4 2023. 55 funds tracked by Wall St. Rank hold SKOR as of Q3 2025.

  • Burt Wealth Advisors held 5,230 shares of Northern Trust Credit-Scored US Corporate Bond ETF worth $258K as of Q3 2025.
  • Burt Wealth Advisors left its Northern Trust Credit-Scored US Corporate Bond ETF share count unchanged in Q3 2025.
  • Northern Trust Credit-Scored US Corporate Bond ETF made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #105 holding.
  • Burt Wealth Advisors first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
  • Burt Wealth Advisors's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $332K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.