Altus Wealth Group
TAXF icon

Altus Wealth Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Altus Wealth Group’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
Q3 		– Sell
-15,237
Closed -$775K – 156
2026
Q2 		$775K Buy
15,237
+4,990
+49% +$252K 0.28% 70
2026
Q1 		$513K Buy
10,247
+535
+6% +$27.1K 0.21% 81
2025
Q4 		$489K Buy
9,712
+579
+6% +$29.2K 0.2% 86
2025
Q3 		$459K Buy
9,133
+916
+11% +$45K 0.19% 91
2025
Q2 		$402K Sell
8,217
-74
-0.9% -$3.6K 0.18% 92
2025
Q1 		$410K Sell
8,291
-25
-0.3% -$1.25K 0.19% 94
2024
Q4 		$417K Buy
8,316
+1,669
+25% +$84.6K 0.18% 102
2024
Q3 		$342K Sell
6,647
-336
-5% -$17.1K 0.15% 104
2024
Q2 		$352K Sell
6,983
-643
-8% -$32.2K 0.18% 98
2024
Q1 		$385K Sell
7,626
-10,004
-57% -$507K 0.19% 101
2023
Q4 		$898K Sell
17,630
-86
-0.5% -$4.2K 0.5% 50
2023
Q3 		$849K Buy
17,716
+974
+6% +$48.1K 0.54% 45
2023
Q2 		$837K Sell
16,742
-342
-2% -$17.1K 0.51% 49
2023
Q1 		$860K Buy
17,084
+7,505
+78% +$375K 0.58% 43
2022
Q4 		$469K Buy
+9,579
New +$465K 0.36% 73
2021
Q3 		– Sell
-1,156
Closed -$64K – 119
2021
Q2 		$64K Buy
+1,156
New +$63.9K 0.06% 114

Other funds holding TAXF

Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Altus Wealth Group's TAXF Position: Q3 2026 in Review

Altus Wealth Group sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2026, closing a stake of 15,237 shares — an estimated $775K sold.

Altus Wealth Group first reported a position in TAXF in Q2 2021 and held it in 16 quarters. The position peaked at $898K in Q4 2023. 27 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

  • Altus Wealth Group reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Altus Wealth Group sold 15,237 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $775K.
  • Altus Wealth Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and held it in 16 quarters.
  • Altus Wealth Group's American Century Diversified Municipal Bond ETF position peaked at $898K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.