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Legacy Wealth Partners (Colorado)’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$543K Buy
11,643
+734
+7% +$34.7K 0.14% 94
2025
Q4 		$515K Buy
+10,909
New +$519K 0.13% 97

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

Legacy Wealth Partners (Colorado)'s KORP Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) increased its American Century Diversified Corporate Bond ETF (KORP) stake by 6.7% in Q1 2026, buying an estimated $34.7K and bringing the position to 11,643 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #94.

Legacy Wealth Partners (Colorado) first reported a position in KORP in Q4 2025 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold KORP as of Q1 2026.

  • Legacy Wealth Partners (Colorado) held 11,643 shares of American Century Diversified Corporate Bond ETF worth $543K as of Q1 2026.
  • Legacy Wealth Partners (Colorado) bought 734 American Century Diversified Corporate Bond ETF shares in Q1 2026, an estimated $34.7K.
  • American Century Diversified Corporate Bond ETF made up 0.14% of Legacy Wealth Partners (Colorado)'s portfolio in Q1 2026, its #94 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in American Century Diversified Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.