Joseph P. Lucia & Associates’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Joseph P. Lucia & Associates’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	$881K	Buy	18,804 +2,592	+16%	+$121K	0.26%	75
2026 Q1	$756K	Hold	16,212	–	–	0.27%	80
2025 Q4	$766K	Buy	16,212 +390	+2%	+$18.5K	0.28%	77
2025 Q3	$753K	Hold	15,822	–	–	0.28%	79
2025 Q2	$745K	Buy	15,822 +8,489	+116%	+$392K	0.3%	77
2025 Q1	$343K	Buy	7,333 +2,785	+61%	+$129K	0.16%	104
2024 Q4	$209K	Buy	+4,548	New	+$213K	0.09%	131

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

Joseph P. Lucia & Associates's KORP Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its American Century Diversified Corporate Bond ETF (KORP) stake by 16% in Q2 2026, buying an estimated $121K and bringing the position to 18,804 shares worth $881K. The position accounts for 0.26% of the portfolio, ranked #75.

Joseph P. Lucia & Associates first reported a position in KORP in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold KORP as of Q2 2026.

Joseph P. Lucia & Associates held 18,804 shares of American Century Diversified Corporate Bond ETF worth $881K as of Q2 2026.
Joseph P. Lucia & Associates bought 2,592 American Century Diversified Corporate Bond ETF shares in Q2 2026, an estimated $121K.
American Century Diversified Corporate Bond ETF made up 0.26% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #75 holding.
Joseph P. Lucia & Associates first reported a position in American Century Diversified Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.