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

Merit 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 Q3	$426K	Buy	8,994 +12	+0.1%	+$595	﹤0.01%	1668
2026 Q2	$457K	Buy	8,982 +11	+0.1%	+$555	﹤0.01%	1556
2026 Q1	$449K	Sell	8,971 -541	-6%	-$27.4K	﹤0.01%	1431
2025 Q4	$479K	Buy	9,512 +15	+0.2%	+$757	﹤0.01%	1333
2025 Q3	$477K	Buy	9,497 +486	+5%	+$23.9K	﹤0.01%	1215
2025 Q2	$441K	Buy	9,011 +586	+7%	+$28.5K	﹤0.01%	1156
2025 Q1	$417K	Sell	8,425 -1,976	-19%	-$99K	0.01%	1014
2024 Q4	$521K	Buy	10,401 +2,613	+34%	+$132K	0.01%	715
2024 Q3	$400K	Sell	7,788 -4,996	-39%	-$254K	0.01%	607
2024 Q2	$644K	Hold	12,784	–	–	0.01%	522
2024 Q1	$641K	Hold	12,784	–	–	0.02%	513
2023 Q4	$651K	Hold	12,784	–	–	0.02%	425
2023 Q3	$613K	Sell	12,784 -729	-5%	-$36K	0.02%	414
2023 Q2	$676K	Sell	13,513 -2,360	-15%	-$118K	0.02%	404
2023 Q1	$799K	Sell	15,873 -169	-1%	-$8.44K	0.03%	320
2022 Q4	$785K	Sell	16,042 -34,906	-69%	-$1.69M	0.03%	335
2022 Q3	$2.43M	Sell	50,948 -5,330	-9%	-$266K	0.11%	137
2022 Q2	$2.8M	Buy	56,278 +41,690	+286%	+$2.09M	0.09%	147
2022 Q1	$753K	Hold	14,588	–	–	0.05%	188
2021 Q4	$806K	Buy	14,588 +1,820	+14%	+$100K	0.08%	121
2021 Q3	$704K	Buy	12,768 +3,000	+31%	+$167K	0.07%	130
2021 Q2	$543K	Buy	9,768 +1,650	+20%	+$91.2K	0.05%	150
2021 Q1	$443K	Buy	8,118 +2,000	+33%	+$110K	0.05%	162
2020 Q4	$334K	Hold	6,118	–	–	0.03%	163
2020 Q3	$328K	Hold	6,118	–	–	0.03%	171
2020 Q2	$323K	Hold	6,118	–	–	0.03%	160
2020 Q1	$315K	Buy	+6,118	New	+$325K	0.04%	159

Other funds holding TAXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Merit Financial Group's TAXF Position: Q3 2026 in Review

Merit Financial Group increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.13% in Q3 2026, buying an estimated $595 and bringing the position to 8,994 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Merit Financial Group first reported a position in TAXF in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.8M in Q2 2022. 90 funds tracked by Wall St. Rank hold TAXF as of Q3 2026.

Merit Financial Group held 8,994 shares of American Century Diversified Municipal Bond ETF worth $426K as of Q3 2026.
Merit Financial Group bought 12 American Century Diversified Municipal Bond ETF shares in Q3 2026, an estimated $595.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1668 holding.
Merit Financial Group first reported a position in American Century Diversified Municipal Bond ETF in Q1 2020 and has held it in 27 quarters since.
Merit Financial Group's American Century Diversified Municipal Bond ETF position peaked at $2.8M in Q2 2022.
90 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.