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Kovack Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Kovack 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
2020
Q3 		– Sell
-9,315
Closed -$492K – 560
2020
Q2 		$492K Sell
9,315
-24,676
-73% -$1.27M 0.1% 217
2020
Q1 		$1.75M Buy
+33,991
New +$1.81M 0.4% 66

Other funds holding TAXF

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Kovack Advisors's TAXF Position: Q3 2020 in Review

Kovack Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2020, closing a stake of 9,315 shares — an estimated $492K sold.

Kovack Advisors first reported a position in TAXF in Q1 2020 and held it in 2 quarters. The position peaked at $1.75M in Q1 2020. 19 funds tracked by Wall St. Rank hold TAXF as of Q3 2020.

  • Kovack Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Kovack Advisors sold 9,315 American Century Diversified Municipal Bond ETF shares in Q3 2020, an estimated $492K.
  • Kovack Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and held it in 2 quarters.
  • Kovack Advisors's American Century Diversified Municipal Bond ETF position peaked at $1.75M in Q1 2020.
  • 19 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2020.

Based on Kovack Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.