Independent Financial Group’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Independent Financial Group’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$699K	Buy	16,680 +865	+5%	+$36.1K	0.01%	837
2026 Q1	$659K	Sell	15,815 -339	-2%	-$14.4K	0.01%	794
2025 Q4	$686K	Buy	16,154 +75	+0.5%	+$3.24K	0.02%	760
2025 Q3	$699K	Sell	16,079 -150	-0.9%	-$6.38K	0.02%	721
2025 Q2	$689K	Buy	16,229 +4,210	+35%	+$174K	0.02%	663
2025 Q1	$510K	Buy	12,019 +523	+5%	+$22.1K	0.02%	703
2024 Q4	$482K	Buy	11,496 +1,674	+17%	+$73K	0.02%	707
2024 Q3	$448K	Buy	+9,822	New	+$435K	0.02%	698

Other funds holding LKOR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CNBT

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Financial Group's LKOR Position: Q2 2026 in Review

Independent Financial Group increased its Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) stake by 5.5% in Q2 2026, buying an estimated $36.1K and bringing the position to 16,680 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #837.

Independent Financial Group first reported a position in LKOR in Q3 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold LKOR as of Q2 2026.

Independent Financial Group held 16,680 shares of Northern Trust Credit-Scored US Long Corporate Bond ETF worth $699K as of Q2 2026.
Independent Financial Group bought 865 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q2 2026, an estimated $36.1K.
Northern Trust Credit-Scored US Long Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #837 holding.
Independent Financial Group first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.