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

Avior 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
2025
Q1 		– Sell
-279
Closed -$14K – 2151
2024
Q4 		$14K Hold
279
– – ﹤0.01% 1519
2024
Q3 		$14.3K Sell
279
-170
-38% -$8.66K ﹤0.01% 1444
2024
Q2 		$22.6K Hold
449
– – ﹤0.01% 1318
2024
Q1 		$22.7K Buy
+449
New +$22.8K ﹤0.01% 1545

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Avior Wealth Management's TAXF Position: Q1 2025 in Review

Avior Wealth Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2025, closing a stake of 279 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in TAXF in Q1 2024 and held it in 4 quarters. The position peaked at $22.7K in Q1 2024. 91 funds tracked by Wall St. Rank hold TAXF as of Q1 2025.

  • Avior Wealth Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 279 American Century Diversified Municipal Bond ETF shares in Q1 2025, an estimated $14K.
  • Avior Wealth Management first reported a position in American Century Diversified Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's American Century Diversified Municipal Bond ETF position peaked at $22.7K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.