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

Aprio 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
2026 Q2	$876K	Sell	17,234 -1,000	-5%	-$50.5K	0.04%	257
2026 Q1	$913K	Hold	18,234	–	–	0.05%	228
2025 Q4	$919K	Buy	+18,234	New	+$920K	0.05%	209

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

Aprio Wealth Management's TAXF Position: Q2 2026 in Review

Aprio Wealth Management reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 5.5% in Q2 2026, selling an estimated $50.5K and leaving 17,234 shares worth $876K. The position accounts for 0.04% of the portfolio, ranked #257.

Aprio Wealth Management first reported a position in TAXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $919K in Q4 2025. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Aprio Wealth Management held 17,234 shares of American Century Diversified Municipal Bond ETF worth $876K as of Q2 2026.
Aprio Wealth Management sold 1,000 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $50.5K.
American Century Diversified Municipal Bond ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #257 holding.
Aprio Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Aprio Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $919K in Q4 2025.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.