CreativeOne Wealth’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

CreativeOne Wealth’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
2022 Q3	–	Sell	-10,831	Closed	-$514K	–	763
2022 Q2	$514K	Buy	10,831 +6,473	+149%	+$311K	0.03%	409
2022 Q1	$217K	Buy	+4,358	New	+$222K	0.01%	682
2021 Q4	–	Sell	-6,266	Closed	-$337K	–	788
2021 Q3	$337K	Buy	+6,266	New	+$340K	0.02%	521

Other funds holding SKOR

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CNBT

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

CreativeOne Wealth's SKOR Position: Q3 2022 in Review

CreativeOne Wealth sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q3 2022, closing a stake of 10,831 shares — an estimated $514K sold.

CreativeOne Wealth first reported a position in SKOR in Q3 2021 and held it in 3 quarters. The position peaked at $514K in Q2 2022. 25 funds tracked by Wall St. Rank hold SKOR as of Q3 2022.

CreativeOne Wealth reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q3 2022 after selling out during the quarter.
CreativeOne Wealth sold 10,831 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q3 2022, an estimated $514K.
CreativeOne Wealth first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2021 and held it in 3 quarters.
CreativeOne Wealth's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $514K in Q2 2022.
25 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.