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Brookstone Capital Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Brookstone Capital 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
2024
Q1 		– Sell
-4,646
Closed -$237K – 958
2023
Q4 		$237K Buy
+4,646
New +$227K ﹤0.01% 782

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CI
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GA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Brookstone Capital Management's TAXF Position: Q1 2024 in Review

Brookstone Capital Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2024, closing a stake of 4,646 shares — an estimated $237K sold.

Brookstone Capital Management first reported a position in TAXF in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 79 funds tracked by Wall St. Rank hold TAXF as of Q1 2024.

  • Brookstone Capital Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 4,646 American Century Diversified Municipal Bond ETF shares in Q1 2024, an estimated $237K.
  • Brookstone Capital Management first reported a position in American Century Diversified Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Brookstone Capital Management's American Century Diversified Municipal Bond ETF position peaked at $237K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2024.

Based on Brookstone Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.