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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
Q1 		$913K Hold
18,234
– – 0.05% 228
2025
Q4 		$919K Buy
+18,234
New +$920K 0.05% 209

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LPL Financial
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GA
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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Aprio Wealth Management's TAXF Position: Q1 2026 in Review

Aprio Wealth Management held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 18,234 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #228.

Aprio Wealth Management first reported a position in TAXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $919K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Aprio Wealth Management held 18,234 shares of American Century Diversified Municipal Bond ETF worth $913K as of Q1 2026.
  • Aprio Wealth Management left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Aprio Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Aprio Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $919K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.