Financial Advocates Investment Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Financial Advocates Investment Management’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
2025 Q2	–	Sell	-32,973	Closed	-$1.63M	–	768
2025 Q1	$1.63M	Buy	32,973 +3,905	+13%	+$196K	0.11%	196
2024 Q4	$1.46M	Sell	29,068 -6,320	-18%	-$320K	0.08%	224
2024 Q3	$1.87M	Buy	35,388 +3,075	+10%	+$157K	0.11%	193
2024 Q2	$1.63M	Buy	32,313 +3,274	+11%	+$164K	0.1%	199
2024 Q1	$1.51M	Buy	29,039 +7,737	+36%	+$392K	0.09%	224
2023 Q4	$1.12M	Buy	21,302 +3,381	+19%	+$165K	0.07%	261
2023 Q3	$861K	Buy	17,921 +4,410	+33%	+$218K	0.06%	298
2023 Q2	$676K	Buy	13,511 +7,470	+124%	+$374K	0.05%	339
2023 Q1	$304K	Buy	+6,041	New	+$302K	0.02%	553

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's TAXF Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 32,973 shares — an estimated $1.63M sold.

Financial Advocates Investment Management first reported a position in TAXF in Q1 2023 and held it in 9 quarters. The position peaked at $1.87M in Q3 2024. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

Financial Advocates Investment Management reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 32,973 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $1.63M.
Financial Advocates Investment Management first reported a position in American Century Diversified Municipal Bond ETF in Q1 2023 and held it in 9 quarters.
Financial Advocates Investment Management's American Century Diversified Municipal Bond ETF position peaked at $1.87M in Q3 2024.
88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.