Commonwealth Equity Services’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-28,110	Closed	-$1.34M	–	4380
2025 Q3	$1.34M	Sell	28,110 -4,631	-14%	-$218K	﹤0.01%	2357
2025 Q2	$1.54M	Buy	32,741 +10,571	+48%	+$488K	﹤0.01%	2213
2025 Q1	$1.04M	Sell	22,170 -83,170	-79%	-$3.85M	﹤0.01%	2426
2024 Q4	$4.84M	Buy	105,340 +36,083	+52%	+$1.69M	0.01%	1258
2024 Q3	$3.35M	Buy	69,257 +4,797	+7%	+$227K	0.01%	1497
2024 Q2	$2.97M	Sell	64,460 -6,293	-9%	-$288K	﹤0.01%	1530
2024 Q1	$3.27M	Buy	70,753 +37,628	+114%	+$1.74M	0.01%	1440
2023 Q4	$1.54M	Buy	33,125 +9,499	+40%	+$427K	﹤0.01%	1865
2023 Q3	$1.05M	Buy	23,626 +2,359	+11%	+$106K	﹤0.01%	2041
2023 Q2	$970K	Buy	21,267 +5	+0%	+$230	﹤0.01%	2116
2023 Q1	$986	Sell	21,262 -1,384	-6%	-$63.6K	﹤0.01%	2054
2022 Q4	$1.03M	Sell	22,646 -1,277	-5%	-$57.6K	﹤0.01%	1946
2022 Q3	$1.07M	Buy	23,923 +2,633	+12%	+$122K	﹤0.01%	1848
2022 Q2	$989K	Sell	21,290 -929	-4%	-$43.9K	﹤0.01%	1909
2022 Q1	$1.08M	Buy	22,219 +38	+0.2%	+$1.91K	﹤0.01%	1931
2021 Q4	$1.15M	Buy	22,181 +258	+1%	+$13.4K	﹤0.01%	1888
2021 Q3	$1.15M	Buy	21,923 +2,193	+11%	+$116K	﹤0.01%	1822
2021 Q2	$1.04M	Buy	19,730 +919	+5%	+$48K	﹤0.01%	1884
2021 Q1	$973K	Buy	18,811 +2,924	+18%	+$153K	﹤0.01%	1821
2020 Q4	$843K	Buy	15,887 +11,267	+244%	+$596K	﹤0.01%	1770
2020 Q3	$243K	Buy	4,620 +22	+0.5%	+$1.16K	﹤0.01%	2540
2020 Q2	$240K	Sell	4,598 -186	-4%	-$9.47K	﹤0.01%	2449
2020 Q1	$232K	Sell	4,784 -1,283	-21%	-$65.3K	﹤0.01%	2256
2019 Q4	$311K	Buy	6,067 +1,229	+25%	+$63K	﹤0.01%	2286
2019 Q3	$248K	Buy	+4,838	New	+$247K	﹤0.01%	2393

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

CWM

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

Commonwealth Equity Services's KORP Position: Q4 2025 in Review

Commonwealth Equity Services sold out of American Century Diversified Corporate Bond ETF (KORP) in Q4 2025, closing a stake of 28,110 shares — an estimated $1.34M sold.

Commonwealth Equity Services first reported a position in KORP in Q3 2019 and held it in 25 quarters. The position peaked at $4.84M in Q4 2024. 77 funds tracked by Wall St. Rank hold KORP as of Q4 2025.

Commonwealth Equity Services reported no remaining American Century Diversified Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Commonwealth Equity Services sold 28,110 American Century Diversified Corporate Bond ETF shares in Q4 2025, an estimated $1.34M.
Commonwealth Equity Services first reported a position in American Century Diversified Corporate Bond ETF in Q3 2019 and held it in 25 quarters.
Commonwealth Equity Services's American Century Diversified Corporate Bond ETF position peaked at $4.84M in Q4 2024.
77 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.