Sowell Financial Services’s American Century Diversified Corporate Bond ETF KORP Stock Holding History

Sowell Financial Services’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
2024 Q4	–	Sell	-20,948	Closed	-$1.01M	–	561
2024 Q3	$1.01M	Buy	20,948 +189	+0.9%	+$8.95K	0.05%	341
2024 Q2	$955K	Buy	20,759 +790	+4%	+$36.1K	0.05%	335
2024 Q1	$924K	Buy	19,969 +755	+4%	+$34.9K	0.04%	356
2023 Q4	$894K	Sell	19,214 -175	-0.9%	-$7.87K	0.05%	346
2023 Q3	$863K	Buy	+19,389	New	+$875K	0.05%	325
2021 Q1	–	Sell	-409	Closed	-$22K	–	3205
2020 Q4	$22K	Buy	409 +7	+2%	+$370	﹤0.01%	1701
2020 Q3	$21K	Sell	402 -198	-33%	-$10.4K	﹤0.01%	1541
2020 Q2	$31K	Buy	+600	New	+$30.6K	﹤0.01%	1325

Other funds holding KORP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindenwold Advisors Reading, Pennsylvania $212M AUM 13.02% 1-Year Est. Return

Sowell Financial Services's KORP Position: Q4 2024 in Review

Sowell Financial Services sold out of American Century Diversified Corporate Bond ETF (KORP) in Q4 2024, closing a stake of 20,948 shares — an estimated $1.01M sold.

Sowell Financial Services first reported a position in KORP in Q2 2020 and held it in 8 quarters. The position peaked at $1.01M in Q3 2024. 53 funds tracked by Wall St. Rank hold KORP as of Q4 2024.

Sowell Financial Services reported no remaining American Century Diversified Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 20,948 American Century Diversified Corporate Bond ETF shares in Q4 2024, an estimated $1.01M.
Sowell Financial Services first reported a position in American Century Diversified Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Sowell Financial Services's American Century Diversified Corporate Bond ETF position peaked at $1.01M in Q3 2024.
53 funds tracked by Wall St. Rank held American Century Diversified Corporate Bond ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.