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AlphaCore Capital’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

AlphaCore Capital’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
-1,960
Closed -$97K – 1093
2025
Q1 		$97K Buy
+1,960
New +$98.2K 0.01% 523

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

AlphaCore Capital's TAXF Position: Q2 2025 in Review

AlphaCore Capital sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 1,960 shares — an estimated $97K sold.

AlphaCore Capital first reported a position in TAXF in Q1 2025 and held it in 1 quarter. The position peaked at $97K in Q1 2025. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

  • AlphaCore Capital reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AlphaCore Capital sold 1,960 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $97K.
  • AlphaCore Capital first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • AlphaCore Capital's American Century Diversified Municipal Bond ETF position peaked at $97K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on AlphaCore Capital's 13F filing for Q2 2025, filed 12 Aug 2025.