Allied Private Wealth’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Allied Private Wealth’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
2026 Q2	$2.21M	Buy	+43,894	New	+$2.22M	1.42%	10

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Allied Private Wealth's TAXF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 43,894 shares worth $2.21M. The stake represents 1.42% of the portfolio and ranks #10 among its holdings.

113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Allied Private Wealth held 43,894 shares of American Century Diversified Municipal Bond ETF worth $2.21M as of Q2 2026.
American Century Diversified Municipal Bond ETF was a new Allied Private Wealth position in Q2 2026.
American Century Diversified Municipal Bond ETF made up 1.42% of Allied Private Wealth's portfolio in Q2 2026, its #10 holding.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.