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Cornerstone Retirement Group’s Northern Trust Credit-Scored US Corporate Bond ETF SKOR Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$281K Hold
6,103
– – 0.08% 25
2023
Q2 		$286K Buy
6,103
+17
+0.3% +$802 0.08% 16
2023
Q1 		$289K Buy
+6,086
New +$287K 0.08% 12

Other funds holding SKOR

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Retirement Group's SKOR Position: Q3 2023 in Review

Cornerstone Retirement Group held its Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) position steady in Q3 2023 at 6,103 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #25.

Cornerstone Retirement Group first reported a position in SKOR in Q1 2023 and has held it in 3 quarters since. The position peaked at $289K in Q1 2023. 33 funds tracked by Wall St. Rank hold SKOR as of Q3 2023.

  • Cornerstone Retirement Group held 6,103 shares of Northern Trust Credit-Scored US Corporate Bond ETF worth $281K as of Q3 2023.
  • Cornerstone Retirement Group left its Northern Trust Credit-Scored US Corporate Bond ETF share count unchanged in Q3 2023.
  • Northern Trust Credit-Scored US Corporate Bond ETF made up 0.08% of Cornerstone Retirement Group's portfolio in Q3 2023, its #25 holding.
  • Cornerstone Retirement Group first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $289K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.