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 Q2	$311K	Buy	6,117 +1,417	+30%	+$71.5K	﹤0.01%	3531
2026 Q1	$235K	Buy	+4,700	New	+$238K	﹤0.01%	3621

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.46B AUM 21.89% 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

Creative Planning's TAXF Position: Q2 2026 in Review

Creative Planning increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 30% in Q2 2026, buying an estimated $71.5K and bringing the position to 6,117 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

Creative Planning 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.

Creative Planning held 6,117 shares of American Century Diversified Municipal Bond ETF worth $311K as of Q2 2026.
Creative Planning bought 1,417 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $71.5K.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3531 holding.
Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.