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Equity Wealth Partners’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Equity Wealth Partners’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
Q1 		$817K Sell
16,333
-542
-3% -$27.5K 0.53% 38
2025
Q4 		$850K Buy
16,875
+1,017
+6% +$51.3K 0.55% 41
2025
Q3 		$797K Buy
+15,858
New +$780K 0.65% 42

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Equity Wealth Partners's TAXF Position: Q1 2026 in Review

Equity Wealth Partners reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 3.2% in Q1 2026, selling an estimated $27.5K and leaving 16,333 shares worth $817K. The position accounts for 0.53% of the portfolio, ranked #38.

Equity Wealth Partners first reported a position in TAXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Equity Wealth Partners held 16,333 shares of American Century Diversified Municipal Bond ETF worth $817K as of Q1 2026.
  • Equity Wealth Partners sold 542 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $27.5K.
  • American Century Diversified Municipal Bond ETF made up 0.53% of Equity Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Equity Wealth Partners first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Equity Wealth Partners's American Century Diversified Municipal Bond ETF position peaked at $850K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Equity Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.