Fortitude Advisory Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Fortitude Advisory Group’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
2024 Q2	–	Sell	-4,730	Closed	-$239K	–	220
2024 Q1	$239K	Sell	4,730 -1,292	-21%	-$65.5K	0.14%	164
2023 Q4	$307K	Hold	6,022	–	–	0.19%	125
2023 Q3	$289K	Sell	6,022 -3,618	-38%	-$179K	0.2%	119
2023 Q2	$482K	Sell	9,640 -4,500	-32%	-$225K	0.35%	66
2023 Q1	$712K	Hold	14,140	–	–	0.55%	43
2022 Q4	$692K	Sell	14,140 -6,969	-33%	-$338K	0.59%	39
2022 Q3	$1.01M	Sell	21,109 -2,158	-9%	-$108K	0.95%	17
2022 Q2	$1.16M	Sell	23,267 -62,821	-73%	-$3.15M	1.06%	13
2022 Q1	$1.24M	Buy	86,088 +67,886	+373%	+$3.63M	0.66%	16
2021 Q4	$1.01M	Buy	+18,202	New	+$1M	0.51%	30

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Fortitude Advisory Group's TAXF Position: Q2 2024 in Review

Fortitude Advisory Group sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2024, closing a stake of 4,730 shares — an estimated $239K sold.

Fortitude Advisory Group first reported a position in TAXF in Q4 2021 and held it in 10 quarters. The position peaked at $1.24M in Q1 2022. 78 funds tracked by Wall St. Rank hold TAXF as of Q2 2024.

Fortitude Advisory Group reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 4,730 American Century Diversified Municipal Bond ETF shares in Q2 2024, an estimated $239K.
Fortitude Advisory Group first reported a position in American Century Diversified Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Fortitude Advisory Group's American Century Diversified Municipal Bond ETF position peaked at $1.24M in Q1 2022.
78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.