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EP Wealth Advisors’s Northern Trust Credit-Scored US Corporate Bond ETF SKOR Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-5,700
Closed -$272K – 1362
2024
Q4 		$272K Buy
+5,700
New +$275K ﹤0.01% 916

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.04B AUM 29.41% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

EP Wealth Advisors's SKOR Position: Q1 2025 in Review

EP Wealth Advisors sold out of Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) in Q1 2025, closing a stake of 5,700 shares — an estimated $272K sold.

EP Wealth Advisors first reported a position in SKOR in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 57 funds tracked by Wall St. Rank hold SKOR as of Q1 2025.

  • EP Wealth Advisors reported no remaining Northern Trust Credit-Scored US Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 5,700 Northern Trust Credit-Scored US Corporate Bond ETF shares in Q1 2025, an estimated $272K.
  • EP Wealth Advisors first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $272K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.