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 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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

CWM

Clearview Wealth Management Irvine, California $156M AUM

MFG

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

Altus Wealth Group's TAXF Position: Q2 2026 in Review

Altus Wealth Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 49% in Q2 2026, buying an estimated $252K and bringing the position to 15,237 shares worth $775K. The position accounts for 0.28% of the portfolio, ranked #70.

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

Altus Wealth Group held 15,237 shares of American Century Diversified Municipal Bond ETF worth $775K as of Q2 2026.
Altus Wealth Group bought 4,990 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $252K.
American Century Diversified Municipal Bond ETF made up 0.28% of Altus Wealth Group's portfolio in Q2 2026, its #70 holding.
Altus Wealth Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and has held it in 16 quarters since.
Altus Wealth Group's American Century Diversified Municipal Bond ETF position peaked at $898K in Q4 2023.
16 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.