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

Elevated Financial 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
2026
Q1 		$591K Sell
12,164
-76
-0.6% -$3.73K 0.19% 65
2025
Q4 		$601K Buy
+12,240
New +$602K 0.21% 60

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 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
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevated Financial Group's SKOR Position: Q1 2026 in Review

Elevated Financial Group reduced its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 0.62% in Q1 2026, selling an estimated $3.73K and leaving 12,164 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #65.

Elevated Financial Group first reported a position in SKOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $601K in Q4 2025. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • Elevated Financial Group held 12,164 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $591K as of Q1 2026.
  • Elevated Financial Group sold 76 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $3.73K.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up 0.19% of Elevated Financial Group's portfolio in Q1 2026, its #65 holding.
  • Elevated Financial Group first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Elevated Financial Group's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $601K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

Based on Elevated Financial Group's 13F filing for Q1 2026, filed 11 May 2026.