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Coppell Advisory Solutions’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-205
Closed -$8.95K – 2041
2024
Q3 		$8.95K Hold
205
– – ﹤0.01% 1119
2024
Q2 		$8.73K Buy
+205
New +$8.71K ﹤0.01% 1052
2023
Q4 		$9.16K Buy
+205
New +$8.41K ﹤0.01% 956

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Coppell Advisory Solutions's LKOR Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q4 2024, closing a stake of 205 shares — an estimated $8.95K sold.

Coppell Advisory Solutions first reported a position in LKOR in Q4 2023 and held it in 3 quarters. The position peaked at $9.16K in Q4 2023. 17 funds tracked by Wall St. Rank hold LKOR as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 205 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q4 2024, an estimated $8.95K.
  • Coppell Advisory Solutions first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $9.16K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.