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Morey & Quinn Wealth Partners’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Morey & Quinn Wealth Partners’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 		$253K Sell
5,436
-407
-7% -$19.2K 0.18% 115
2025
Q4 		$276K Buy
5,843
+77
+1% +$3.66K 0.2% 108
2025
Q3 		$274K Buy
5,766
+284
+5% +$13.4K 0.2% 108
2025
Q2 		$258K Buy
+5,482
New +$253K 0.21% 109

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

Morey & Quinn Wealth Partners's KORP Position: Q1 2026 in Review

Morey & Quinn Wealth Partners reduced its American Century Diversified Corporate Bond ETF (KORP) stake by 7% in Q1 2026, selling an estimated $19.2K and leaving 5,436 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #115.

Morey & Quinn Wealth Partners first reported a position in KORP in Q2 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 84 funds tracked by Wall St. Rank hold KORP as of Q1 2026.

  • Morey & Quinn Wealth Partners held 5,436 shares of American Century Diversified Corporate Bond ETF worth $253K as of Q1 2026.
  • Morey & Quinn Wealth Partners sold 407 American Century Diversified Corporate Bond ETF shares in Q1 2026, an estimated $19.2K.
  • American Century Diversified Corporate Bond ETF made up 0.18% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Morey & Quinn Wealth Partners first reported a position in American Century Diversified Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Morey & Quinn Wealth Partners's American Century Diversified Corporate Bond ETF position peaked at $276K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.