Core Wealth Advisors (Florida)’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Core Wealth Advisors (Florida)’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	-323,576	Closed	-$15.4M	–	97
2025 Q3	$15.4M	Buy	323,576 +2,305	+0.7%	+$109K	4.02%	9
2025 Q2	$15.1M	Buy	321,271 +2,532	+0.8%	+$117K	4.35%	8
2025 Q1	$14.9M	Buy	318,739 +496	+0.2%	+$23K	4.74%	7
2024 Q4	$14.6M	Buy	318,243 +3,513	+1%	+$165K	4.82%	6
2024 Q3	$15.2M	Buy	314,730 +12,232	+4%	+$579K	4.88%	8
2024 Q2	$13.9M	Buy	302,498 +3,574	+1%	+$163K	4.77%	7
2024 Q1	$13.8M	Sell	298,924 -1,370	-0.5%	-$63.2K	4.7%	7
2023 Q4	$14M	Sell	300,294 -1,429	-0.5%	-$64.2K	5.13%	6
2023 Q3	$13.4M	Buy	+301,723	New	+$13.6M	5.49%	6

Other funds holding KORP

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

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

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

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

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

FAM

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

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

GFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Core Wealth Advisors (Florida)'s KORP Position: Q4 2025 in Review

Core Wealth Advisors (Florida) sold out of American Century Diversified Corporate Bond ETF (KORP) in Q4 2025, closing a stake of 323,576 shares — an estimated $15.4M sold.

Core Wealth Advisors (Florida) first reported a position in KORP in Q3 2023 and held it in 9 quarters. The position peaked at $15.4M in Q3 2025. 77 funds tracked by Wall St. Rank hold KORP as of Q4 2025.

Core Wealth Advisors (Florida) reported no remaining American Century Diversified Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 323,576 American Century Diversified Corporate Bond ETF shares in Q4 2025, an estimated $15.4M.
Core Wealth Advisors (Florida) first reported a position in American Century Diversified Corporate Bond ETF in Q3 2023 and held it in 9 quarters.
Core Wealth Advisors (Florida)'s American Century Diversified Corporate Bond ETF position peaked at $15.4M in Q3 2025.
77 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q4 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2025, filed 17 Feb 2026.