Elevated Financial Group’s Northern Trust Credit-Scored US Corporate Bond ETF 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 Q3	$442K	Sell	9,447 -2,425	-20%	-$116K	0.12%	82
2026 Q2	$576K	Sell	11,872 -292	-2%	-$14.2K	0.16%	70
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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevated Financial Group's SKOR Position: Q3 2026 in Review

Elevated Financial Group reduced its Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) stake by 20% in Q3 2026, selling an estimated $116K and leaving 9,447 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #82.

Elevated Financial Group first reported a position in SKOR in Q4 2025 and has held it in 4 quarters since. The position peaked at $601K in Q4 2025. 17 funds tracked by Wall St. Rank hold SKOR as of Q3 2026.

Elevated Financial Group held 9,447 shares of Northern Trust Credit-Scored US Corporate Bond ETF worth $442K as of Q3 2026.
Elevated Financial Group sold 2,425 Northern Trust Credit-Scored US Corporate Bond ETF shares in Q3 2026, an estimated $116K.
Northern Trust Credit-Scored US Corporate Bond ETF made up 0.12% of Elevated Financial Group's portfolio in Q3 2026, its #82 holding.
Elevated Financial Group first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Elevated Financial Group's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $601K in Q4 2025.
17 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.