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Denver PWM’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Denver PWM’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
2022
Q2 		– Sell
-36,941
Closed -$1.9M – 100
2022
Q1 		$1.9M Buy
36,941
+513
+1% +$27.4K 0.76% 33
2021
Q4 		$2.01M Buy
36,428
+1,799
+5% +$99.2K 0.77% 35
2021
Q3 		$1.91M Buy
34,629
+807
+2% +$44.9K 0.79% 32
2021
Q2 		$1.88M Buy
+33,822
New +$1.87M 0.79% 34

Other funds holding TAXF

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Denver PWM's TAXF Position: Q2 2022 in Review

Denver PWM sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2022, closing a stake of 36,941 shares — an estimated $1.9M sold.

Denver PWM first reported a position in TAXF in Q2 2021 and held it in 4 quarters. The position peaked at $2.01M in Q4 2021. 58 funds tracked by Wall St. Rank hold TAXF as of Q2 2022.

  • Denver PWM reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Denver PWM sold 36,941 American Century Diversified Municipal Bond ETF shares in Q2 2022, an estimated $1.9M.
  • Denver PWM first reported a position in American Century Diversified Municipal Bond ETF in Q2 2021 and held it in 4 quarters.
  • Denver PWM's American Century Diversified Municipal Bond ETF position peaked at $2.01M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2022.

Based on Denver PWM's 13F filing for Q2 2022, filed 13 Jul 2022.