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

HighPoint 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
2026
Q2 		– Sell
-4,285
Closed -$214K – 704
2026
Q1 		$214K Sell
4,285
-150
-3% -$7.61K 0.01% 611
2025
Q4 		$223K Buy
+4,435
New +$224K ﹤0.01% 988

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
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
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

HighPoint Advisor Group's TAXF Position: Q2 2026 in Review

HighPoint Advisor Group sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026, closing a stake of 4,285 shares — an estimated $214K sold.

HighPoint Advisor Group first reported a position in TAXF in Q4 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • HighPoint Advisor Group reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,285 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $214K.
  • HighPoint Advisor Group first reported a position in American Century Diversified Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • HighPoint Advisor Group's American Century Diversified Municipal Bond ETF position peaked at $223K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.