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GWN Securities’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

GWN Securities’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
Q1 		$2.21M Buy
44,151
+950
+2% +$48.2K 0.42% 63
2025
Q4 		$2.18M Buy
43,201
+8,364
+24% +$422K 0.44% 60
2025
Q3 		$1.75M Buy
+34,837
New +$1.71M 0.41% 63

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GWN Securities's TAXF Position: Q1 2026 in Review

GWN Securities increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 2.2% in Q1 2026, buying an estimated $48.2K and bringing the position to 44,151 shares worth $2.21M. The position accounts for 0.42% of the portfolio, ranked #63.

GWN Securities first reported a position in TAXF in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • GWN Securities held 44,151 shares of American Century Diversified Municipal Bond ETF worth $2.21M as of Q1 2026.
  • GWN Securities bought 950 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $48.2K.
  • American Century Diversified Municipal Bond ETF made up 0.42% of GWN Securities's portfolio in Q1 2026, its #63 holding.
  • GWN Securities first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.