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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
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
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

Capital Analysts LLC's TAXF Position: Q1 2026 in Review

Capital Analysts LLC held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 1,446 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Capital Analysts LLC first reported a position in TAXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $73K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Capital Analysts LLC held 1,446 shares of American Century Diversified Municipal Bond ETF worth $72K as of Q1 2026.
  • Capital Analysts LLC left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #870 holding.
  • Capital Analysts LLC first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's American Century Diversified Municipal Bond ETF position peaked at $73K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.