Capital Analysts LLC’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Capital Analysts LLC’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	$74K	Hold	1,446	–	–	﹤0.01%	908
2026 Q1	$72K	Hold	1,446	–	–	﹤0.01%	870
2025 Q4	$73K	Hold	1,446	–	–	﹤0.01%	841
2025 Q3	$73K	Buy	+1,446	New	+$71.1K	﹤0.01%	807

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

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 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

Capital Analysts LLC's TAXF Position: Q2 2026 in Review

Capital Analysts LLC held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q2 2026 at 1,446 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Capital Analysts LLC first reported a position in TAXF in Q3 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Capital Analysts LLC held 1,446 shares of American Century Diversified Municipal Bond ETF worth $74K as of Q2 2026.
Capital Analysts LLC left its American Century Diversified Municipal Bond ETF share count unchanged in Q2 2026.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #908 holding.
Capital Analysts LLC first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.