Aveo Capital Partners’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Aveo Capital Partners’s Portfolio KORP Stock Details KORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,726	Closed	-$355K	–	271
2024 Q4	$355K	Sell	7,726 -533	-6%	-$25K	0.04%	257
2024 Q3	$399K	Buy	8,259 +2,574	+45%	+$122K	0.04%	232
2024 Q2	$262K	Sell	5,685 -1,292	-19%	-$59.1K	0.03%	275
2024 Q1	$318K	Buy	6,977 +1,840	+36%	+$84.9K	0.03%	280
2023 Q4	$239K	Buy	+5,137	New	+$231K	0.03%	300
2022 Q2	–	Sell	-4,254	Closed	-$208K	–	285
2022 Q1	$208K	Buy	4,254 +139	+3%	+$6.97K	0.04%	258
2021 Q4	$213K	Hold	4,115	–	–	0.04%	263
2021 Q3	$216K	Buy	+4,115	New	+$217K	0.05%	236

Other funds holding KORP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Aveo Capital Partners's KORP Position: Q1 2025 in Review

Aveo Capital Partners sold out of American Century Diversified Corporate Bond ETF (KORP) in Q1 2025, closing a stake of 7,726 shares — an estimated $355K sold.

Aveo Capital Partners first reported a position in KORP in Q3 2021 and held it in 8 quarters. The position peaked at $399K in Q3 2024. 56 funds tracked by Wall St. Rank hold KORP as of Q1 2025.

Aveo Capital Partners reported no remaining American Century Diversified Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 7,726 American Century Diversified Corporate Bond ETF shares in Q1 2025, an estimated $355K.
Aveo Capital Partners first reported a position in American Century Diversified Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Aveo Capital Partners's American Century Diversified Corporate Bond ETF position peaked at $399K in Q3 2024.
56 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.