Comprehensive Wealth Management’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Comprehensive Wealth Management’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 Q2	$967K	Sell	20,651 -46,354	-69%	-$2.17M	0.44%	40
2026 Q1	$3.12M	Sell	67,005 -275,386	-80%	-$13M	1.58%	12
2025 Q4	$16.2M	Sell	342,391 -113,537	-25%	-$5.4M	9.54%	3
2025 Q3	$21.7M	Sell	455,928 -67,032	-13%	-$3.16M	15.39%	2
2025 Q2	$24.6M	Buy	+522,960	New	+$24.1M	19.82%	2

Other funds holding KORP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Comprehensive Wealth Management's KORP Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its American Century Diversified Corporate Bond ETF (KORP) stake by 69% in Q2 2026, selling an estimated $2.17M and leaving 20,651 shares worth $967K. The position accounts for 0.44% of the portfolio, ranked #40.

Comprehensive Wealth Management first reported a position in KORP in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.6M in Q2 2025. 90 funds tracked by Wall St. Rank hold KORP as of Q2 2026.

Comprehensive Wealth Management held 20,651 shares of American Century Diversified Corporate Bond ETF worth $967K as of Q2 2026.
Comprehensive Wealth Management sold 46,354 American Century Diversified Corporate Bond ETF shares in Q2 2026, an estimated $2.17M.
American Century Diversified Corporate Bond ETF made up 0.44% of Comprehensive Wealth Management's portfolio in Q2 2026, its #40 holding.
Comprehensive Wealth Management first reported a position in American Century Diversified Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Comprehensive Wealth Management's American Century Diversified Corporate Bond ETF position peaked at $24.6M in Q2 2025.
90 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.