Creative Planning’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Creative Planning’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	$235K	Buy	+4,700	New	+$238K	﹤0.01%	3621

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

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

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Creative Planning's TAXF Position: Q1 2026 in Review

Creative Planning opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 4,700 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #3621 among its holdings.

105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Creative Planning held 4,700 shares of American Century Diversified Municipal Bond ETF worth $235K as of Q1 2026.
American Century Diversified Municipal Bond ETF was a new Creative Planning position in Q1 2026.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3621 holding.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.