AI
TAXF icon

Atria Investments’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Atria Investments’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
-5,285
Closed -$266K – 2145
2025
Q4 		$266K Hold
5,285
– – ﹤0.01% 1805
2025
Q3 		$265K Sell
5,285
-48,474
-90% -$2.38M ﹤0.01% 1782
2025
Q2 		$2.63M Sell
53,759
-65,109
-55% -$3.17M 0.03% 617
2025
Q1 		$5.88M Buy
118,868
+1,972
+2% +$98.8K 0.08% 322
2024
Q4 		$5.86M Buy
116,896
+5,888
+5% +$299K 0.07% 304
2024
Q3 		$5.71M Buy
111,008
+3,722
+3% +$190K 0.07% 318
2024
Q2 		$5.4M Buy
107,286
+1,694
+2% +$85K 0.07% 310
2024
Q1 		$5.34M Sell
105,592
-617
-0.6% -$31.3K 0.07% 323
2023
Q4 		$5.41M Buy
106,209
+29,905
+39% +$1.46M 0.08% 277
2023
Q3 		$3.66M Buy
76,304
+19,646
+35% +$971K 0.07% 363
2023
Q2 		$2.83M Buy
56,658
+20,186
+55% +$1.01M 0.05% 441
2023
Q1 		$1.84M Buy
+36,472
New +$1.82M 0.03% 567

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Atria Investments's TAXF Position: Q1 2026 in Review

Atria Investments sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026, closing a stake of 5,285 shares — an estimated $266K sold.

Atria Investments first reported a position in TAXF in Q1 2023 and held it in 12 quarters. The position peaked at $5.88M in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Atria Investments reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 5,285 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $266K.
  • Atria Investments first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and held it in 12 quarters.
  • Atria Investments's American Century Diversified Municipal Bond ETF position peaked at $5.88M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.