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 Q3	$17M	Sell	358,295 -70,009	-16%	-$3.47M	0.46%	49
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

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $133M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CX Institutional's TAXF Position: Q3 2026 in Review

CX Institutional reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 16% in Q3 2026, selling an estimated $3.47M and leaving 358,295 shares worth $17M. The position accounts for 0.46% of the portfolio, ranked #49.

CX Institutional first reported a position in TAXF in Q3 2021 and has held it in 21 quarters since. The position peaked at $31.6M in Q1 2025. 17 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

CX Institutional held 358,295 shares of American Century Diversified Municipal Bond ETF worth $17M as of Q3 2026.
CX Institutional sold 70,009 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $3.47M.
American Century Diversified Municipal Bond ETF made up 0.46% of CX Institutional's portfolio in Q3 2026, its #49 holding.
CX Institutional first reported a position in American Century Diversified Municipal Bond ETF in Q3 2021 and has held it in 21 quarters since.
CX Institutional's American Century Diversified Municipal Bond ETF position peaked at $31.6M in Q1 2025.
17 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.