CAWM
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Capital A Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Capital A Wealth Management’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
Q2 		$17.9K Buy
373
+346
+1,281% +$16.6K 0.2% 148
2025
Q1 		$1.3K Hold
27
– – ﹤0.01% 511
2024
Q4 		$1.29K Buy
+27
New +$1.3K ﹤0.01% 526

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $943M AUM 22.21% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital A Wealth Management's SKOR Position: Q2 2025 in Review

Capital A Wealth Management increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 1,281% in Q2 2025, buying an estimated $16.6K and bringing the position to 373 shares worth $17.9K. The position accounts for 0.2% of the portfolio, ranked #148.

Capital A Wealth Management first reported a position in SKOR in Q4 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SKOR as of Q2 2025.

  • Capital A Wealth Management held 373 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $17.9K as of Q2 2025.
  • Capital A Wealth Management bought 346 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q2 2025, an estimated $16.6K.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.2% of Capital A Wealth Management's portfolio in Q2 2025, its #148 holding.
  • Capital A Wealth Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2024 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.