Elevated Capital Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Elevated Capital Advisors’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
2026 Q1	$1.11M	Buy	22,759 +7,683	+51%	+$377K	0.28%	85
2025 Q4	$741K	Sell	15,076 -88	-0.6%	-$4.33K	0.17%	152
2025 Q3	$747K	Sell	15,164 -2,818	-16%	-$138K	0.19%	152
2025 Q2	$869K	Hold	17,982	–	–	0.24%	121
2025 Q1	$869K	Sell	17,982 -2,155	-11%	-$103K	0.24%	121
2024 Q4	$961K	Buy	20,137 +2,389	+13%	+$115K	0.26%	110
2024 Q3	$872K	Buy	+17,748	New	+$860K	0.23%	133

Other funds holding SKOR

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

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 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

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

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

Elevated Capital Advisors's SKOR Position: Q1 2026 in Review

Elevated Capital Advisors increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 51% in Q1 2026, buying an estimated $377K and bringing the position to 22,759 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #85.

Elevated Capital Advisors first reported a position in SKOR in Q3 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

Elevated Capital Advisors held 22,759 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $1.11M as of Q1 2026.
Elevated Capital Advisors bought 7,683 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $377K.
FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.28% of Elevated Capital Advisors's portfolio in Q1 2026, its #85 holding.
Elevated Capital Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.