CIA
KORP icon

Cape Investment Advisory’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Cape Investment Advisory’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
2026
Q1 		– Sell
-300
Closed -$14.2K – 741
2025
Q4 		$14.2K Hold
300
– – ﹤0.01% 680
2025
Q3 		$14.3K Hold
300
– – 0.01% 357
2025
Q2 		$14.1K Hold
300
– – 0.01% 574
2025
Q1 		$14K Buy
+300
New +$13.9K 0.01% 542

Other funds holding KORP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cape Investment Advisory's KORP Position: Q1 2026 in Review

Cape Investment Advisory sold out of American Century Diversified Corporate Bond ETF (KORP) in Q1 2026, closing a stake of 300 shares — an estimated $14.2K sold.

Cape Investment Advisory first reported a position in KORP in Q1 2025 and held it in 4 quarters. The position peaked at $14.3K in Q3 2025. 84 funds tracked by Wall St. Rank hold KORP as of Q1 2026.

  • Cape Investment Advisory reported no remaining American Century Diversified Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 300 American Century Diversified Corporate Bond ETF shares in Q1 2026, an estimated $14.2K.
  • Cape Investment Advisory first reported a position in American Century Diversified Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Cape Investment Advisory's American Century Diversified Corporate Bond ETF position peaked at $14.3K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.