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

Stratos Wealth 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
2025 Q2	–	Sell	-11,422	Closed	-$485K	–	699
2025 Q1	$485K	Sell	11,422 -4,389	-28%	-$185K	0.03%	435
2024 Q4	$663K	Sell	15,811 -8	-0.1%	-$349	0.03%	406
2024 Q3	$721K	Buy	15,819 +2,536	+19%	+$112K	0.03%	416
2024 Q2	$566K	Buy	13,283 +819	+7%	+$34.8K	0.03%	441
2024 Q1	$546K	Buy	12,464 +3,341	+37%	+$146K	0.03%	440
2023 Q4	$408K	Sell	9,123 -4	-0%	-$164	0.02%	497
2023 Q3	$364K	Sell	9,127 -151	-2%	-$6.34K	0.02%	487
2023 Q2	$405K	Buy	+9,278	New	+$402K	0.03%	455

Other funds holding LKOR

CNBT

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

IFG

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stratos Wealth Advisors's LKOR Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2025, closing a stake of 11,422 shares — an estimated $485K sold.

Stratos Wealth Advisors first reported a position in LKOR in Q2 2023 and held it in 8 quarters. The position peaked at $721K in Q3 2024. 13 funds tracked by Wall St. Rank hold LKOR as of Q2 2025.

Stratos Wealth Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 11,422 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q2 2025, an estimated $485K.
Stratos Wealth Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2023 and held it in 8 quarters.
Stratos Wealth Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $721K in Q3 2024.
13 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.