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Avidian Wealth Enterprises’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Avidian Wealth Enterprises’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 		$203K Buy
+3,987
New +$201K 0.01% 705

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
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
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

Avidian Wealth Enterprises's TAXF Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 3,987 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Avidian Wealth Enterprises held 3,987 shares of American Century Diversified Municipal Bond ETF worth $203K as of Q2 2026.
  • American Century Diversified Municipal Bond ETF was a new Avidian Wealth Enterprises position in Q2 2026.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #705 holding.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

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