Marshall Financial Group (Maryland)’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Marshall Financial Group (Maryland)’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
2024 Q4	–	Sell	-4,702	Closed	-$214K	–	223
2024 Q3	$214K	Buy	+4,702	New	+$208K	0.05%	204
2024 Q2	–	Sell	-5,221	Closed	-$229K	–	181
2024 Q1	$229K	Buy	5,221 +472	+10%	+$20.6K	0.07%	163
2023 Q4	$212K	Sell	4,749 -1,263	-21%	-$51.8K	0.07%	170
2023 Q3	$240K	Sell	6,012 -107	-2%	-$4.49K	0.09%	151
2023 Q2	$267K	Buy	6,119 +1,598	+35%	+$69.3K	0.09%	147
2023 Q1	$201K	Buy	+4,521	New	+$198K	0.07%	170

Other funds holding LKOR

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CNBT

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

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

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

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

CWM

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Marshall Financial Group (Maryland)'s LKOR Position: Q4 2024 in Review

Marshall Financial Group (Maryland) sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q4 2024, closing a stake of 4,702 shares — an estimated $214K sold.

Marshall Financial Group (Maryland) first reported a position in LKOR in Q1 2023 and held it in 6 quarters. The position peaked at $267K in Q2 2023. 17 funds tracked by Wall St. Rank hold LKOR as of Q4 2024.

Marshall Financial Group (Maryland) reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 4,702 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q4 2024, an estimated $214K.
Marshall Financial Group (Maryland) first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $267K in Q2 2023.
17 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q4 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2024, filed 21 Jan 2025.