CCA
TAXF icon

Cooper Capital Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Cooper Capital 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
Q1 		$1.52M Buy
+30,400
New +$1.54M 1.06% 18
2025
Q1 		– Sell
-114,757
Closed -$5.75M – 40
2024
Q4 		$5.75M Buy
+114,757
New +$5.82M 5.97% 9

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

Cooper Capital Advisors's TAXF Position: Q1 2026 in Review

Cooper Capital Advisors opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 30,400 shares worth $1.52M. The stake represents 1.06% of the portfolio and ranks #18 among its holdings. This is a return to the name: Cooper Capital Advisors previously reported a position in TAXF as recently as Q4 2024.

Cooper Capital Advisors first reported a position in TAXF in Q4 2024 and has held it in 2 quarters since. The position peaked at $5.75M in Q4 2024. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Cooper Capital Advisors held 30,400 shares of American Century Diversified Municipal Bond ETF worth $1.52M as of Q1 2026.
  • American Century Diversified Municipal Bond ETF was a new Cooper Capital Advisors position in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up 1.06% of Cooper Capital Advisors's portfolio in Q1 2026, its #18 holding.
  • Cooper Capital Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Cooper Capital Advisors's American Century Diversified Municipal Bond ETF position peaked at $5.75M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Cooper Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.