Great Valley Advisor Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Great Valley Advisor 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
2025 Q2	–	Sell	-17,885	Closed	-$885K	–	939
2025 Q1	$885K	Sell	17,885 -28,994	-62%	-$1.45M	0.02%	471
2024 Q4	$2.35M	Buy	+46,879	New	+$2.38M	0.05%	293
2023 Q3	–	Sell	-5,728	Closed	-$286K	–	728
2023 Q2	$286K	Buy	5,728 +1,430	+33%	+$71.5K	0.01%	568
2023 Q1	$216K	Sell	4,298 -46,161	-91%	-$2.3M	0.01%	636
2022 Q4	$2.47M	Buy	50,459 +4,287	+9%	+$208K	0.13%	184
2022 Q3	$2.2M	Sell	46,172 -22,741	-33%	-$1.14M	0.12%	180
2022 Q2	$3.43M	Buy	68,913 +38,979	+130%	+$1.95M	0.19%	137
2022 Q1	$1.55M	Buy	+29,934	New	+$1.6M	0.09%	224

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

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

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 $1.2B AUM 13.18% 1-Year Est. Return

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

Great Valley Advisor Group's TAXF Position: Q2 2025 in Review

Great Valley Advisor Group sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 17,885 shares — an estimated $885K sold.

Great Valley Advisor Group first reported a position in TAXF in Q1 2022 and held it in 8 quarters. The position peaked at $3.43M in Q2 2022. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

Great Valley Advisor Group reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Great Valley Advisor Group sold 17,885 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $885K.
Great Valley Advisor Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2022 and held it in 8 quarters.
Great Valley Advisor Group's American Century Diversified Municipal Bond ETF position peaked at $3.43M in Q2 2022.
88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.