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Summit Wealth & Retirement Planning’s Northern Trust Credit-Scored US Corporate Bond ETF SKOR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,159
Closed -$245K – 100
2023
Q1 		$245K Sell
5,159
-6,168
-54% -$290K 0.09% 96
2022
Q4 		$525K Sell
11,327
-107
-0.9% -$4.93K 0.21% 61
2022
Q3 		$522K Sell
11,434
-190
-2% -$9.02K 0.21% 61
2022
Q2 		$551K Sell
11,624
-550
-5% -$26.5K 0.21% 59
2022
Q1 		$606K Sell
12,174
-1,626
-12% -$83K 0.21% 61
2021
Q4 		$728K Sell
13,800
-2,147
-13% -$114K 0.25% 50
2021
Q3 		$859K Sell
15,947
-300
-2% -$16.3K 0.31% 49
2021
Q2 		$880K Sell
16,247
-1,843
-10% -$99.3K 0.33% 47
2021
Q1 		$968K Sell
18,090
-1,355
-7% -$73.4K 0.36% 45
2020
Q4 		$1.07M Buy
19,445
+4,186
+27% +$230K 0.4% 46
2020
Q3 		$836K Buy
+15,259
New +$838K 0.36% 51

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Wealth & Retirement Planning's SKOR Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) in Q2 2023, closing a stake of 5,159 shares — an estimated $245K sold.

Summit Wealth & Retirement Planning first reported a position in SKOR in Q3 2020 and held it in 11 quarters. The position peaked at $1.07M in Q4 2020. 36 funds tracked by Wall St. Rank hold SKOR as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Northern Trust Credit-Scored US Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,159 Northern Trust Credit-Scored US Corporate Bond ETF shares in Q2 2023, an estimated $245K.
  • Summit Wealth & Retirement Planning first reported a position in Northern Trust Credit-Scored US Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
  • Summit Wealth & Retirement Planning's Northern Trust Credit-Scored US Corporate Bond ETF position peaked at $1.07M in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Corporate Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.