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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
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
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 $900M AUM 17.81% 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

Fortis Group Advisors's TAXF Position: Q4 2025 in Review

Fortis Group Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2025, closing a stake of 4,719 shares — an estimated $239K sold.

Fortis Group Advisors first reported a position in TAXF in Q1 2025 and held it in 3 quarters. The position peaked at $275K in Q1 2025. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

  • Fortis Group Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 4,719 American Century Diversified Municipal Bond ETF shares in Q4 2025, an estimated $239K.
  • Fortis Group Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
  • Fortis Group Advisors's American Century Diversified Municipal Bond ETF position peaked at $275K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.