Crossmark Global Holdings’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-7,979	Closed	-$400K	–	1312
2025 Q3	$400K	Sell	7,979 -5,534	-41%	-$272K	0.01%	981
2025 Q2	$665K	Sell	13,513 -1,565	-10%	-$76.2K	0.01%	764
2025 Q1	$749K	Buy	+15,078	New	+$756K	0.01%	703

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crossmark Global Holdings's TAXF Position: Q4 2025 in Review

Crossmark Global Holdings sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2025, closing a stake of 7,979 shares — an estimated $400K sold.

Crossmark Global Holdings first reported a position in TAXF in Q1 2025 and held it in 3 quarters. The position peaked at $749K in Q1 2025. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

Crossmark Global Holdings reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 7,979 American Century Diversified Municipal Bond ETF shares in Q4 2025, an estimated $400K.
Crossmark Global Holdings first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's American Century Diversified Municipal Bond ETF position peaked at $749K in Q1 2025.
98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.