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AE Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

AE Wealth Management’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-363
Closed -$18K – 2262
2025
Q1 		$18K Sell
363
-1,278
-78% -$64K ﹤0.01% 1768
2024
Q4 		$82.3K Buy
+1,641
New +$83.2K ﹤0.01% 1473

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's TAXF Position: Q2 2025 in Review

AE Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 363 shares — an estimated $18K sold.

AE Wealth Management first reported a position in TAXF in Q4 2024 and held it in 2 quarters. The position peaked at $82.3K in Q4 2024. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

  • AE Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 363 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $18K.
  • AE Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $82.3K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.