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Atomi Financial Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Atomi Financial 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
Q1 		– Sell
-4,133
Closed -$208K – 1316
2025
Q4 		$208K Sell
4,133
-882
-18% -$44.5K 0.01% 1134
2025
Q3 		$252K Sell
5,015
-689
-12% -$33.9K 0.01% 988
2025
Q2 		$279K Buy
+5,704
New +$278K 0.01% 855

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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 $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
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

Atomi Financial Group's TAXF Position: Q1 2026 in Review

Atomi Financial Group sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026, closing a stake of 4,133 shares — an estimated $208K sold.

Atomi Financial Group first reported a position in TAXF in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q2 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Atomi Financial Group reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 4,133 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $208K.
  • Atomi Financial Group first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Atomi Financial Group's American Century Diversified Municipal Bond ETF position peaked at $279K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.