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B. Riley Wealth Advisors’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-5,835
Closed -$281K – 1221
2024
Q3 		$281K Sell
5,835
-161
-3% -$7.63K 0.01% 987
2024
Q2 		$276K Sell
5,996
-3,645
-38% -$167K 0.01% 1071
2024
Q1 		$429K Sell
9,641
-6,160
-39% -$284K 0.01% 873
2023
Q4 		$735K Buy
15,801
+6,160
+64% +$277K 0.02% 638
2023
Q3 		$429K Sell
9,641
-4,915
-34% -$222K 0.01% 873
2023
Q2 		$664K Sell
14,556
-5,189
-26% -$239K 0.01% 739
2023
Q1 		$916K Sell
19,745
-6,334
-24% -$291K 0.02% 562
2022
Q4 		$1.18M Buy
26,079
+12,829
+97% +$578K 0.03% 479
2022
Q3 		$592K Sell
13,250
-1,285
-9% -$59.6K 0.02% 681
2022
Q2 		$676K Sell
14,535
-308
-2% -$14.6K 0.03% 545
2022
Q1 		$725K Sell
14,843
-1,142
-7% -$57.2K 0.02% 582
2021
Q4 		$829K Buy
15,985
+320
+2% +$16.6K 0.02% 592
2021
Q3 		$821K Sell
15,665
-202
-1% -$10.6K 0.03% 585
2021
Q2 		$834K Buy
15,867
+53
+0.3% +$2.77K 0.03% 580
2021
Q1 		$819K Buy
15,814
+1,568
+11% +$82.2K 0.03% 544
2020
Q4 		$757K Buy
14,246
+1,532
+12% +$81K 0.04% 402
2020
Q3 		$669K Sell
12,714
-687
-5% -$36.2K 0.04% 433
2020
Q2 		$701K Sell
13,401
-2,114
-14% -$108K 0.05% 353
2020
Q1 		$755K Buy
+15,515
New +$790K 0.06% 288

Other funds holding KORP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LA
Lindenwold Advisors Reading, Pennsylvania $212M AUM 13.02% 1-Year Est. Return

B. Riley Wealth Advisors's KORP Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of American Century Diversified Corporate Bond ETF (KORP) in Q4 2024, closing a stake of 5,835 shares — an estimated $281K sold.

B. Riley Wealth Advisors first reported a position in KORP in Q1 2020 and held it in 19 quarters. The position peaked at $1.18M in Q4 2022. 53 funds tracked by Wall St. Rank hold KORP as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining American Century Diversified Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,835 American Century Diversified Corporate Bond ETF shares in Q4 2024, an estimated $281K.
  • B. Riley Wealth Advisors first reported a position in American Century Diversified Corporate Bond ETF in Q1 2020 and held it in 19 quarters.
  • B. Riley Wealth Advisors's American Century Diversified Corporate Bond ETF position peaked at $1.18M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.