Spire Wealth Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Spire Wealth Management’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 Q3	–	Sell	-884	Closed	-$38.5K	–	2423
2023 Q2	$38.5K	Hold	884	–	–	﹤0.01%	1309
2023 Q1	$39.2K	Buy	+884	New	+$38.8K	﹤0.01%	1302
2022 Q4	–	Sell	-300	Closed	-$12K	–	2364
2022 Q3	$12K	Sell	300 -1,581	-84%	-$70.9K	﹤0.01%	1509
2022 Q2	$84K	Sell	1,881 -1,877	-50%	-$87.7K	﹤0.01%	1094
2022 Q1	$196K	Sell	3,758 -179	-5%	-$9.67K	0.01%	911
2021 Q4	$233K	Buy	3,937 +1,778	+82%	+$107K	0.01%	1029
2021 Q3	$129K	Buy	2,159 +577	+36%	+$35.4K	﹤0.01%	1100
2021 Q2	$96K	Buy	+1,582	New	+$92.9K	﹤0.01%	1194

Other funds holding LKOR

CNBT

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Spire Wealth Management's LKOR Position: Q3 2023 in Review

Spire Wealth Management sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q3 2023, closing a stake of 884 shares — an estimated $38.5K sold.

Spire Wealth Management first reported a position in LKOR in Q2 2021 and held it in 8 quarters. The position peaked at $233K in Q4 2021. 11 funds tracked by Wall St. Rank hold LKOR as of Q3 2023.

Spire Wealth Management reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 884 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q3 2023, an estimated $38.5K.
Spire Wealth Management first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2021 and held it in 8 quarters.
Spire Wealth Management's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $233K in Q4 2021.
11 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.