Merit Financial Group’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Merit Financial Group’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	$483K	Sell	10,313 -734	-7%	-$34.3K	﹤0.01%	1512
2026 Q1	$515K	Sell	11,047 -25,192	-70%	-$1.19M	﹤0.01%	1361
2025 Q4	$1.71M	Sell	36,239 -11,559	-24%	-$549K	0.01%	705
2025 Q3	$2.28M	Sell	47,798 -23,274	-33%	-$1.1M	0.02%	523
2025 Q2	$3.35M	Sell	71,072 -40,821	-36%	-$1.88M	0.04%	372
2025 Q1	$5.23M	Sell	111,893 -267,130	-70%	-$12.4M	0.08%	213
2024 Q4	$17.4M	Sell	379,023 -8,324	-2%	-$390K	0.31%	57
2024 Q3	$18.7M	Sell	387,347 -5,953	-2%	-$282K	0.42%	38
2024 Q2	$18.1M	Buy	393,300 +9,986	+3%	+$456K	0.4%	42
2024 Q1	$17.5M	Buy	383,314 +44,396	+13%	+$2.05M	0.42%	36
2023 Q4	$15.8M	Buy	+338,918	New	+$15.2M	0.48%	31

Other funds holding KORP

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FAM

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

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's KORP Position: Q2 2026 in Review

Merit Financial Group reduced its American Century Diversified Corporate Bond ETF (KORP) stake by 6.6% in Q2 2026, selling an estimated $34.3K and leaving 10,313 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Merit Financial Group first reported a position in KORP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q3 2024. 14 funds tracked by Wall St. Rank hold KORP as of Q2 2026.

Merit Financial Group held 10,313 shares of American Century Diversified Corporate Bond ETF worth $483K as of Q2 2026.
Merit Financial Group sold 734 American Century Diversified Corporate Bond ETF shares in Q2 2026, an estimated $34.3K.
American Century Diversified Corporate Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1512 holding.
Merit Financial Group first reported a position in American Century Diversified Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's American Century Diversified Corporate Bond ETF position peaked at $18.7M in Q3 2024.
14 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.