PFG Investments’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

PFG Investments’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	$203K	Sell	4,001 -156	-4%	-$7.87K	0.01%	1167
2026 Q1	$208K	Buy	4,157 +29	+0.7%	+$1.47K	0.01%	1049
2025 Q4	$208K	Buy	4,128 +51	+1%	+$2.57K	0.01%	1000
2025 Q3	$205K	Buy	+4,077	New	+$200K	0.01%	974

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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 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

PFG Investments's TAXF Position: Q2 2026 in Review

PFG Investments reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 3.8% in Q2 2026, selling an estimated $7.87K and leaving 4,001 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1167.

PFG Investments first reported a position in TAXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $208K in Q1 2026. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

PFG Investments held 4,001 shares of American Century Diversified Municipal Bond ETF worth $203K as of Q2 2026.
PFG Investments sold 156 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $7.87K.
American Century Diversified Municipal Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1167 holding.
PFG Investments first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
PFG Investments's American Century Diversified Municipal Bond ETF position peaked at $208K in Q1 2026.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.