CX Institutional’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

CX Institutional’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	$21.8M	Buy	428,304 +20,819	+5%	+$1.05M	0.63%	37
2026 Q1	$20.4M	Buy	407,485 +7,137	+2%	+$362K	0.62%	35
2025 Q4	$20.2M	Buy	400,348 +6,643	+2%	+$335K	0.6%	35
2025 Q3	$19.8M	Buy	393,705 +101,677	+35%	+$5M	0.6%	35
2025 Q2	$14.3M	Sell	292,028 -345,695	-54%	-$16.8M	0.5%	40
2025 Q1	$31.6M	Buy	637,723 +18,960	+3%	+$950K	1.19%	20
2024 Q4	$31M	Buy	618,763 +109,366	+21%	+$5.54M	1.23%	22
2024 Q3	$26.2M	Buy	509,397 +13,627	+3%	+$694K	1.16%	18
2024 Q2	$25M	Sell	495,770 -10,438	-2%	-$523K	1.17%	19
2024 Q1	$25.6M	Buy	506,208 +110,808	+28%	+$5.62M	1.23%	18
2023 Q4	$20.1M	Sell	395,400 -63,060	-14%	-$3.08M	1.08%	17
2023 Q3	$22M	Buy	458,460 +47,308	+12%	+$2.34M	1.21%	17
2023 Q2	$20.6M	Sell	411,152 -14,931	-4%	-$747K	1.06%	16
2023 Q1	$21.4M	Buy	426,083 +8,300	+2%	+$414K	1.14%	15
2022 Q4	$20.4M	Buy	417,783 +3,365	+0.8%	+$163K	1.24%	16
2022 Q3	$19.8M	Buy	414,418 +68,936	+20%	+$3.44M	1.37%	12
2022 Q2	$17.2M	Sell	345,482 -71,640	-17%	-$3.59M	1.3%	10
2022 Q1	$21.5M	Sell	417,122 -39,914	-9%	-$2.13M	1.72%	8
2021 Q4	$25.3M	Buy	457,036 +89,472	+24%	+$4.93M	2.01%	6
2021 Q3	$20.3M	Buy	+367,564	New	+$20.4M	1.65%	7

Other funds holding TAXF

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

CWM

Clearview Wealth Management Irvine, California $156M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional's TAXF Position: Q2 2026 in Review

CX Institutional increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 5.1% in Q2 2026, buying an estimated $1.05M and bringing the position to 428,304 shares worth $21.8M. The position accounts for 0.63% of the portfolio, ranked #37.

CX Institutional first reported a position in TAXF in Q3 2021 and has held it in 20 quarters since. The position peaked at $31.6M in Q1 2025. 16 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

CX Institutional held 428,304 shares of American Century Diversified Municipal Bond ETF worth $21.8M as of Q2 2026.
CX Institutional bought 20,819 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $1.05M.
American Century Diversified Municipal Bond ETF made up 0.63% of CX Institutional's portfolio in Q2 2026, its #37 holding.
CX Institutional first reported a position in American Century Diversified Municipal Bond ETF in Q3 2021 and has held it in 20 quarters since.
CX Institutional's American Century Diversified Municipal Bond ETF position peaked at $31.6M in Q1 2025.
16 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.