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Financial Partners Group (Kansas)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-4,514
Closed -$227K – 243
2025
Q3 		$227K Sell
4,514
-68
-1% -$3.34K 0.03% 200
2025
Q2 		$224K Buy
4,582
+264
+6% +$12.9K 0.03% 187
2025
Q1 		$214K Sell
4,318
-585
-12% -$29.3K 0.03% 185
2024
Q4 		$246K Sell
4,903
-73
-1% -$3.7K 0.04% 161
2024
Q3 		$256K Sell
4,976
-85
-2% -$4.33K 0.04% 163
2024
Q2 		$255K Sell
5,061
-79
-2% -$3.96K 0.04% 151
2024
Q1 		$260K Buy
5,140
+661
+15% +$33.5K 0.04% 152
2023
Q4 		$228K Sell
4,479
-3,415
-43% -$167K 0.04% 154
2023
Q3 		$381K Buy
7,894
+2,769
+54% +$137K 0.08% 104
2023
Q2 		$254K Sell
5,125
-960
-16% -$48K 0.05% 128
2023
Q1 		$306K Buy
6,085
+9
+0.1% +$449 0.07% 120
2022
Q4 		$305K Sell
6,076
-48,085
-89% -$2.33M 0.07% 124
2022
Q3 		$2.58M Buy
+54,161
New +$2.71M 0.68% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Partners Group (Kansas)'s TAXF Position: Q4 2025 in Review

Financial Partners Group (Kansas) sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2025, closing a stake of 4,514 shares — an estimated $227K sold.

Financial Partners Group (Kansas) first reported a position in TAXF in Q3 2022 and held it in 13 quarters. The position peaked at $2.58M in Q3 2022. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

  • Financial Partners Group (Kansas) reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 4,514 American Century Diversified Municipal Bond ETF shares in Q4 2025, an estimated $227K.
  • Financial Partners Group (Kansas) first reported a position in American Century Diversified Municipal Bond ETF in Q3 2022 and held it in 13 quarters.
  • Financial Partners Group (Kansas)'s American Century Diversified Municipal Bond ETF position peaked at $2.58M in Q3 2022.
  • 98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.