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Raymond James Financial Services Advisors’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		– Sell
-21,861
Closed -$931K – 3512
2024
Q2 		$931K Sell
21,861
-19,285
-47% -$819K ﹤0.01% 2132
2024
Q1 		$1.8M Buy
41,146
+7,972
+24% +$348K ﹤0.01% 1699
2023
Q4 		$1.48M Buy
+33,174
New +$1.36M ﹤0.01% 1739

Other funds holding LKOR

SL
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Raymond James Financial Services Advisors's LKOR Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q3 2024, closing a stake of 21,861 shares — an estimated $931K sold.

Raymond James Financial Services Advisors first reported a position in LKOR in Q4 2023 and held it in 3 quarters. The position peaked at $1.8M in Q1 2024. 14 funds tracked by Wall St. Rank hold LKOR as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 21,861 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q3 2024, an estimated $931K.
  • Raymond James Financial Services Advisors first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $1.8M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.