SMART Wealth’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

SMART Wealth’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	$1.88M	Sell	44,900 -3,137	-7%	-$131K	0.41%	81
2026 Q1	$2M	Buy	+48,037	New	+$2.04M	0.59%	59

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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

SMART Wealth's LKOR Position: Q2 2026 in Review

SMART Wealth reduced its Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) stake by 6.5% in Q2 2026, selling an estimated $131K and leaving 44,900 shares worth $1.88M. The position accounts for 0.41% of the portfolio, ranked #81.

SMART Wealth first reported a position in LKOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2M in Q1 2026. 17 funds tracked by Wall St. Rank hold LKOR as of Q2 2026.

SMART Wealth held 44,900 shares of Northern Trust Credit-Scored US Long Corporate Bond ETF worth $1.88M as of Q2 2026.
SMART Wealth sold 3,137 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q2 2026, an estimated $131K.
Northern Trust Credit-Scored US Long Corporate Bond ETF made up 0.41% of SMART Wealth's portfolio in Q2 2026, its #81 holding.
SMART Wealth first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
SMART Wealth's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $2M in Q1 2026.
17 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.