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Orion Portfolio Solutions’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.9M Sell
38,375
-627
-2% -$31.4K 0.02% 738
2024
Q4 		$1.96M Sell
39,002
-9,781
-20% -$496K 0.02% 713
2024
Q3 		$2.51M Buy
48,783
+75
+0.2% +$3.82K 0.03% 578
2024
Q2 		$2.45M Sell
48,708
-2,364
-5% -$119K 0.03% 558
2024
Q1 		$2.58M Buy
51,072
+10,684
+26% +$542K 0.03% 537
2023
Q4 		$2.06M Sell
40,388
-4,108
-9% -$201K 0.02% 613
2023
Q3 		$2.13M Sell
44,496
-28,690
-39% -$1.42M 0.03% 585
2023
Q2 		$3.66M Buy
73,186
+24,392
+50% +$1.22M 0.04% 414
2023
Q1 		$2.46M Buy
48,794
+33,269
+214% +$1.66M 0.03% 513
2022
Q4 		$760K Sell
15,525
-312
-2% -$15.1K 0.03% 383
2022
Q3 		$755K Sell
15,837
-29,204
-65% -$1.46M 0.03% 318
2022
Q2 		$2.25M Buy
45,041
+37,972
+537% +$1.9M 0.09% 143
2022
Q1 		$365K Buy
7,069
+481
+7% +$25.7K 0.01% 522
2021
Q4 		$364K Sell
6,588
-249
-4% -$13.7K 0.01% 520
2021
Q3 		$377K Buy
6,837
+1,276
+23% +$71K 0.01% 464
2021
Q2 		$309K Sell
5,561
-1,681
-23% -$92.9K 0.01% 486
2021
Q1 		$395K Buy
+7,242
New +$397K 0.02% 370
2020
Q3 		– Sell
-1,000
Closed -$53K – 1862
2020
Q2 		$53K Buy
+1,000
New +$51.5K ﹤0.01% 689

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Orion Portfolio Solutions's TAXF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 1.6% in Q1 2025, selling an estimated $31.4K and leaving 38,375 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #738.

Orion Portfolio Solutions first reported a position in TAXF in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.66M in Q2 2023. 91 funds tracked by Wall St. Rank hold TAXF as of Q1 2025.

  • Orion Portfolio Solutions held 38,375 shares of American Century Diversified Municipal Bond ETF worth $1.9M as of Q1 2025.
  • Orion Portfolio Solutions sold 627 American Century Diversified Municipal Bond ETF shares in Q1 2025, an estimated $31.4K.
  • American Century Diversified Municipal Bond ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #738 holding.
  • Orion Portfolio Solutions first reported a position in American Century Diversified Municipal Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's American Century Diversified Municipal Bond ETF position peaked at $3.66M in Q2 2023.
  • 91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.