Fortis Group Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Fortis Group Advisors’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	$214K	Buy	+4,216	New	+$213K	0.03%	258
2025 Q4	–	Sell	-4,719	Closed	-$239K	–	597
2025 Q3	$239K	Sell	4,719 -417	-8%	-$20.5K	0.04%	213
2025 Q2	$250K	Sell	5,136 -412	-7%	-$20.1K	0.05%	196
2025 Q1	$275K	Buy	+5,548	New	+$278K	0.05%	166

Other funds holding TAXF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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 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

Fortis Group Advisors's TAXF Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 4,216 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in TAXF as recently as Q3 2025.

Fortis Group Advisors first reported a position in TAXF in Q1 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2025. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Fortis Group Advisors held 4,216 shares of American Century Diversified Municipal Bond ETF worth $214K as of Q2 2026.
American Century Diversified Municipal Bond ETF was a new Fortis Group Advisors position in Q2 2026.
American Century Diversified Municipal Bond ETF made up 0.03% of Fortis Group Advisors's portfolio in Q2 2026, its #258 holding.
Fortis Group Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
Fortis Group Advisors's American Century Diversified Municipal Bond ETF position peaked at $275K in Q1 2025.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.