Dynamic Advisor Solutions’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Dynamic Advisor Solutions’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	$6.27M	Sell	123,317 -1,346	-1%	-$67.9K	0.18%	132
2026 Q1	$6.24M	Sell	124,663 -2,400	-2%	-$122K	0.2%	116
2025 Q4	$6.4M	Buy	127,063 +6,414	+5%	+$324K	0.21%	109
2025 Q3	$6.06M	Buy	120,649 +7,154	+6%	+$352K	0.18%	136
2025 Q2	$5.55M	Buy	113,495 +5,483	+5%	+$267K	0.17%	144
2025 Q1	$5.34M	Buy	108,012 +2,072	+2%	+$104K	0.18%	138
2024 Q4	$5.31M	Buy	105,940 +67,245	+174%	+$3.41M	0.23%	106
2024 Q3	$1.99M	Buy	38,695 +3,065	+9%	+$156K	0.06%	298
2024 Q2	$1.79M	Buy	35,630 +9,999	+39%	+$501K	0.06%	319
2024 Q1	$1.3M	Sell	25,631 -646	-2%	-$32.8K	0.04%	383
2023 Q4	$1.34M	Sell	26,277 -4,168	-14%	-$204K	0.05%	349
2023 Q3	$1.46M	Buy	30,445 +2,283	+8%	+$113K	0.07%	287
2023 Q2	$1.41M	Sell	28,162 -1,984	-7%	-$99.2K	0.07%	276
2023 Q1	$1.52M	Buy	30,146 +14,287	+90%	+$713K	0.09%	252
2022 Q4	$776K	Buy	+15,859	New	+$769K	0.05%	329

Other funds holding TAXF

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

Allied Private Wealth Boca Raton, Florida $156M AUM

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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return