Joseph P. Lucia & Associates’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-190	Closed	-$9K	–	405
2022 Q2	$9K	Hold	190	–	–	0.01%	315
2022 Q1	$10K	Buy	+190	New	+$10.1K	0.01%	323
2021 Q4	–	Sell	-190	Closed	-$10K	–	505
2021 Q3	$10K	Hold	190	–	–	0.01%	381
2021 Q2	$11K	Sell	190 -190	-50%	-$10.5K	0.01%	380
2021 Q1	$21K	Hold	380	–	–	0.01%	291
2020 Q4	$21K	Buy	+380	New	+$20.5K	0.01%	268
2020 Q3	–	Sell	-380	Closed	-$20K	–	410
2020 Q2	$20K	Hold	380	–	–	0.02%	246
2020 Q1	$20K	Hold	380	–	–	0.02%	225
2019 Q4	$20K	Hold	380	–	–	0.02%	243
2019 Q3	$20K	Buy	+380	New	+$20.1K	0.02%	244

Other funds holding TAXF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PAG

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's TAXF Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2022, closing a stake of 190 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in TAXF in Q3 2019 and held it in 10 quarters. The position peaked at $21K in Q1 2021. 53 funds tracked by Wall St. Rank hold TAXF as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 190 American Century Diversified Municipal Bond ETF shares in Q3 2022, an estimated $9K.
Joseph P. Lucia & Associates first reported a position in American Century Diversified Municipal Bond ETF in Q3 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's American Century Diversified Municipal Bond ETF position peaked at $21K in Q1 2021.
53 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.