Cetera Investment Advisers’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Cetera Investment Advisers’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
2026 Q1	$689K	Buy	16,520 +1,166	+8%	+$49.5K	﹤0.01%	3231
2025 Q4	$652K	Sell	15,354 -10,110	-40%	-$437K	﹤0.01%	3203
2025 Q3	$1.11M	Buy	25,464 +561	+2%	+$23.9K	﹤0.01%	2683
2025 Q2	$1.06M	Sell	24,903 -482	-2%	-$19.9K	﹤0.01%	2329
2025 Q1	$1.08M	Sell	25,385 -2,579	-9%	-$109K	﹤0.01%	2208
2024 Q4	$1.17M	Buy	27,964 +699	+3%	+$30.5K	﹤0.01%	2057
2024 Q3	$1.24M	Buy	+27,265	New	+$1.21M	﹤0.01%	1968
2022 Q2	–	Sell	-4,539	Closed	-$236K	–	1903
2022 Q1	$236K	Sell	4,539 -110	-2%	-$5.94K	﹤0.01%	1611
2021 Q4	$275K	Sell	4,649 -891	-16%	-$53.6K	﹤0.01%	1538
2021 Q3	$332K	Buy	5,540 +107	+2%	+$6.56K	0.01%	1373
2021 Q2	$329K	Buy	+5,433	New	+$319K	0.01%	1360

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers's LKOR Position: Q1 2026 in Review

Cetera Investment Advisers increased its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) stake by 7.6% in Q1 2026, buying an estimated $49.5K and bringing the position to 16,520 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Cetera Investment Advisers first reported a position in LKOR in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2024. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

Cetera Investment Advisers held 16,520 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $689K as of Q1 2026.
Cetera Investment Advisers bought 1,166 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q1 2026, an estimated $49.5K.
FlexShares Credit-Scored US Long Corporate Bond Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3231 holding.
Cetera Investment Advisers first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2021 and has held it in 11 quarters since.
Cetera Investment Advisers's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1.24M in Q3 2024.
16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.