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Fortis Group Advisors’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Fortis Group Advisors’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 		$340K Sell
7,260
-58
-0.8% -$2.74K 0.06% 218
2025
Q4 		$347K Sell
7,318
-11,968
-62% -$569K 0.06% 223
2025
Q3 		$918K Sell
19,286
-12,019
-38% -$566K 0.16% 123
2025
Q2 		$1.47M Buy
31,305
+12,503
+66% +$577K 0.27% 93
2025
Q1 		$879K Buy
+18,802
New +$871K 0.17% 116

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