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J.W. Cole Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

J.W. Cole 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
2024
Q2 		– Sell
-14,274
Closed -$722K – 947
2024
Q1 		$722K Buy
14,274
+539
+4% +$27.3K 0.04% 421
2023
Q4 		$700K Sell
13,735
-3,461
-20% -$169K 0.04% 384
2023
Q3 		$825K Sell
17,196
-46
-0.3% -$2.27K 0.06% 292
2023
Q2 		$862K Sell
17,242
-1,419
-8% -$71K 0.06% 297
2023
Q1 		$940K Buy
18,661
+43
+0.2% +$2.15K 0.07% 301
2022
Q4 		$911K Sell
18,618
-2,548
-12% -$124K 0.07% 285
2022
Q3 		$1.01M Sell
21,166
-596
-3% -$29.8K 0.08% 254
2022
Q2 		$1.08M Buy
21,762
+936
+4% +$46.9K 0.09% 248
2022
Q1 		$1.07M Buy
20,826
+1,843
+10% +$98.4K 0.07% 278
2021
Q4 		$1.05M Sell
18,983
-1,760
-8% -$97K 0.07% 291
2021
Q3 		$1.16M Buy
20,743
+6,384
+44% +$355K 0.08% 152
2021
Q2 		$798K Buy
14,359
+5,997
+72% +$331K 0.06% 315
2021
Q1 		$457K Buy
8,362
+3,813
+84% +$209K 0.04% 405
2020
Q4 		$249K Buy
+4,549
New +$245K 0.03% 527

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
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
IA
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

J.W. Cole Advisors's TAXF Position: Q2 2024 in Review

J.W. Cole Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2024, closing a stake of 14,274 shares — an estimated $722K sold.

J.W. Cole Advisors first reported a position in TAXF in Q4 2020 and held it in 14 quarters. The position peaked at $1.16M in Q3 2021. 78 funds tracked by Wall St. Rank hold TAXF as of Q2 2024.

  • J.W. Cole Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,274 American Century Diversified Municipal Bond ETF shares in Q2 2024, an estimated $722K.
  • J.W. Cole Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2020 and held it in 14 quarters.
  • J.W. Cole Advisors's American Century Diversified Municipal Bond ETF position peaked at $1.16M in Q3 2021.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.