LFG
TAXF icon

Larson Financial Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Larson Financial 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
Q1 		$34 Hold
1
– – ﹤0.01% 3565
2025
Q4 		$34 Hold
1
– – ﹤0.01% 3397
2025
Q3 		$34 Sell
1
-230
-100% -$11.3K ﹤0.01% 3372
2025
Q2 		$11.3K Sell
231
-101
-30% -$4.92K ﹤0.01% 1752
2025
Q1 		$16.4K Buy
+332
New +$16.6K ﹤0.01% 1439

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 $1.09B AUM 23.69% 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 $21.8B AUM 28.57% 1-Year Est. Return

Larson Financial Group's TAXF Position: Q1 2026 in Review

Larson Financial Group held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Larson Financial Group first reported a position in TAXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.4K in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Larson Financial Group held 1 share of American Century Diversified Municipal Bond ETF worth $34 as of Q1 2026.
  • Larson Financial Group left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3565 holding.
  • Larson Financial Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's American Century Diversified Municipal Bond ETF position peaked at $16.4K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.