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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Dynamic Advisor Solutions's TAXF Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 1.1% in Q2 2026, selling an estimated $67.9K and leaving 123,317 shares worth $6.27M. The position accounts for 0.18% of the portfolio, ranked #132.

Dynamic Advisor Solutions first reported a position in TAXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.4M in Q4 2025. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Dynamic Advisor Solutions held 123,317 shares of American Century Diversified Municipal Bond ETF worth $6.27M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,346 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $67.9K.
  • American Century Diversified Municipal Bond ETF made up 0.18% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #132 holding.
  • Dynamic Advisor Solutions first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's American Century Diversified Municipal Bond ETF position peaked at $6.4M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.