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 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 $374B AUM 17.66% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

FAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Comprehensive Wealth Management's KORP Position: Q1 2026 in Review

Comprehensive Wealth Management reduced its American Century Diversified Corporate Bond ETF (KORP) stake by 80% in Q1 2026, selling an estimated $13M and leaving 67,005 shares worth $3.12M. The position accounts for 1.58% of the portfolio, ranked #12.

Comprehensive Wealth Management first reported a position in KORP in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.6M in Q2 2025. 84 funds tracked by Wall St. Rank hold KORP as of Q1 2026.

Comprehensive Wealth Management held 67,005 shares of American Century Diversified Corporate Bond ETF worth $3.12M as of Q1 2026.
Comprehensive Wealth Management sold 275,386 American Century Diversified Corporate Bond ETF shares in Q1 2026, an estimated $13M.
American Century Diversified Corporate Bond ETF made up 1.58% of Comprehensive Wealth Management's portfolio in Q1 2026, its #12 holding.
Comprehensive Wealth Management first reported a position in American Century Diversified Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Comprehensive Wealth Management's American Century Diversified Corporate Bond ETF position peaked at $24.6M in Q2 2025.
84 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.