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Marrick Wealth’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Marrick Wealth’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 		$674K Buy
13,266
+78
+0.6% +$3.94K 0.48% 27
2026
Q1 		$660K Buy
13,188
+905
+7% +$45.9K 0.56% 26
2025
Q4 		$619K Buy
+12,283
New +$620K 0.51% 25

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

Marrick Wealth's TAXF Position: Q2 2026 in Review

Marrick Wealth increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.59% in Q2 2026, buying an estimated $3.94K and bringing the position to 13,266 shares worth $674K. The position accounts for 0.48% of the portfolio, ranked #27.

Marrick Wealth first reported a position in TAXF in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Marrick Wealth held 13,266 shares of American Century Diversified Municipal Bond ETF worth $674K as of Q2 2026.
  • Marrick Wealth bought 78 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $3.94K.
  • American Century Diversified Municipal Bond ETF made up 0.48% of Marrick Wealth's portfolio in Q2 2026, its #27 holding.
  • Marrick Wealth first reported a position in American Century Diversified Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.