Cetera Advisor Networks’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Cetera Advisor Networks’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	$486K	Sell	9,609 -23	-0.2%	-$1.17K	﹤0.01%	1959
2023 Q4	$491K	Buy	9,632 +916	+11%	+$44.7K	﹤0.01%	1895
2023 Q3	$418K	Buy	+8,716	New	+$431K	﹤0.01%	1907
2020 Q3	–	Sell	-310	Closed	-$16K	–	2828
2020 Q2	$16K	Buy	+310	New	+$16K	﹤0.01%	2522

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 $21.8B AUM 28.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Advisor Networks's TAXF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.24% in Q1 2024, selling an estimated $1.17K and leaving 9,609 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Cetera Advisor Networks first reported a position in TAXF in Q2 2020 and has held it in 4 quarters since. The position peaked at $491K in Q4 2023. 79 funds tracked by Wall St. Rank hold TAXF as of Q1 2024.

Cetera Advisor Networks held 9,609 shares of American Century Diversified Municipal Bond ETF worth $486K as of Q1 2024.
Cetera Advisor Networks sold 23 American Century Diversified Municipal Bond ETF shares in Q1 2024, an estimated $1.17K.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1959 holding.
Cetera Advisor Networks first reported a position in American Century Diversified Municipal Bond ETF in Q2 2020 and has held it in 4 quarters since.
Cetera Advisor Networks's American Century Diversified Municipal Bond ETF position peaked at $491K in Q4 2023.
79 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.