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

Park Square 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
2025
Q3 		– Sell
-3,147
Closed -$148K – 649
2025
Q2 		$148K Buy
3,147
+2,641
+522% +$122K 0.11% 143
2025
Q1 		$23.6K Buy
+506
New +$23.4K 0.02% 400

Other funds holding KORP

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Park Square Financial Group's KORP Position: Q3 2025 in Review

Park Square Financial Group sold out of American Century Diversified Corporate Bond ETF (KORP) in Q3 2025, closing a stake of 3,147 shares — an estimated $148K sold.

Park Square Financial Group first reported a position in KORP in Q1 2025 and held it in 2 quarters. The position peaked at $148K in Q2 2025. 71 funds tracked by Wall St. Rank hold KORP as of Q3 2025.

  • Park Square Financial Group reported no remaining American Century Diversified Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,147 American Century Diversified Corporate Bond ETF shares in Q3 2025, an estimated $148K.
  • Park Square Financial Group first reported a position in American Century Diversified Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's American Century Diversified Corporate Bond ETF position peaked at $148K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.