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Money Concepts Capital’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-19,997
Closed -$1.76M – 426
2023
Q1 		$1.76M Buy
+19,997
New +$877K 0.1% 159

Other funds holding LKOR

CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Money Concepts Capital's LKOR Position: Q2 2023 in Review

Money Concepts Capital sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q2 2023, closing a stake of 19,997 shares — an estimated $1.76M sold.

Money Concepts Capital first reported a position in LKOR in Q1 2023 and held it in 1 quarter. The position peaked at $1.76M in Q1 2023. 13 funds tracked by Wall St. Rank hold LKOR as of Q2 2023.

  • Money Concepts Capital reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 19,997 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q2 2023, an estimated $1.76M.
  • Money Concepts Capital first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Money Concepts Capital's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $1.76M in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.