Concurrent Investment Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Concurrent Investment Advisors’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	$957K	Buy	18,829 +14,329	+318%	+$723K	0.01%	1029
2026 Q1	$225K	Buy	+4,500	New	+$228K	﹤0.01%	1678

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $3.69B AUM 15.82% 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

Concurrent Investment Advisors's TAXF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 318% in Q2 2026, buying an estimated $723K and bringing the position to 18,829 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #1029.

Concurrent Investment Advisors first reported a position in TAXF in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Concurrent Investment Advisors held 18,829 shares of American Century Diversified Municipal Bond ETF worth $957K as of Q2 2026.
Concurrent Investment Advisors bought 14,329 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $723K.
American Century Diversified Municipal Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1029 holding.
Concurrent Investment Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.