Peak Financial Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Peak Financial Advisors’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
2023 Q2	–	Sell	-7,472	Closed	-$376K	–	74
2023 Q1	$376K	Hold	7,472	–	–	0.32%	39
2022 Q4	$366K	Buy	+7,472	New	+$363K	0.33%	40

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Peak Financial Advisors's TAXF Position: Q2 2023 in Review

Peak Financial Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2023, closing a stake of 7,472 shares — an estimated $376K sold.

Peak Financial Advisors first reported a position in TAXF in Q4 2022 and held it in 2 quarters. The position peaked at $376K in Q1 2023. 73 funds tracked by Wall St. Rank hold TAXF as of Q2 2023.

Peak Financial Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Peak Financial Advisors sold 7,472 American Century Diversified Municipal Bond ETF shares in Q2 2023, an estimated $376K.
Peak Financial Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Peak Financial Advisors's American Century Diversified Municipal Bond ETF position peaked at $376K in Q1 2023.
73 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.