Patriot Financial Group Insurance Agency’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-379	Closed	-$19K	–	1790
2022 Q2	$19K	Buy	379 +1	+0.3%	+$50	﹤0.01%	1034
2022 Q1	$20K	Buy	378 +1	+0.3%	+$53	﹤0.01%	1099
2021 Q4	$21K	Buy	377 +27	+8%	+$1.49K	﹤0.01%	1210
2021 Q3	$19K	Buy	350 +214	+157%	+$11.9K	﹤0.01%	1243
2021 Q2	$8K	Buy	136 +56	+70%	+$3.09K	﹤0.01%	1527
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	1646
2020 Q4	$4K	Buy	80 +1	+1%	+$54	﹤0.01%	1506
2020 Q3	$4K	Hold	79	–	–	﹤0.01%	1318
2020 Q2	$4K	Buy	+79	New	+$4.07K	﹤0.01%	1264

Other funds holding TAXF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TAXF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2022, closing a stake of 379 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in TAXF in Q2 2020 and held it in 9 quarters. The position peaked at $21K in Q4 2021. 53 funds tracked by Wall St. Rank hold TAXF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 379 American Century Diversified Municipal Bond ETF shares in Q3 2022, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in American Century Diversified Municipal Bond ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's American Century Diversified Municipal Bond ETF position peaked at $21K in Q4 2021.
53 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.