Carson Wealth (CWM LLC)
TAXF icon

Carson Wealth (CWM LLC)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Carson Wealth (CWM 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 		$77.7M Buy
1,552,913
+163,170
+12% +$8.27M 0.2% 101
2025
Q4 		$70M Buy
1,389,743
+51,206
+4% +$2.58M 0.19% 104
2025
Q3 		$67.2M Buy
1,338,537
+215,597
+19% +$10.6M 0.2% 98
2025
Q2 		$54.9M Buy
1,122,940
+42,107
+4% +$2.05M 0.19% 103
2025
Q1 		$53.5M Buy
1,080,833
+44,602
+4% +$2.24M 0.21% 99
2024
Q4 		$52M Buy
1,036,231
+76,321
+8% +$3.87M 0.22% 90
2024
Q3 		$49.4M Buy
959,910
+193,126
+25% +$9.84M 0.21% 95
2024
Q2 		$38.6M Buy
766,784
+33,586
+5% +$1.68M 0.18% 114
2024
Q1 		$37.1M Buy
733,198
+49,138
+7% +$2.49M 0.18% 113
2023
Q4 		$34.9M Buy
684,060
+158,478
+30% +$7.74M 0.19% 106
2023
Q3 		$25.2M Buy
+525,582
New +$26M 0.15% 132
2023
Q1 		– Sell
-1,410
Closed -$69K – 4337
2022
Q4 		$69K Buy
+1,410
New +$68.4K ﹤0.01% 1562

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Carson Wealth (CWM LLC)'s TAXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 12% in Q1 2026, buying an estimated $8.27M and bringing the position to 1,552,913 shares worth $77.7M. The position accounts for 0.2% of the portfolio, ranked #101.

Carson Wealth (CWM LLC) first reported a position in TAXF in Q4 2022 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,552,913 shares of American Century Diversified Municipal Bond ETF worth $77.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 163,170 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $8.27M.
  • American Century Diversified Municipal Bond ETF made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #101 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.