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Prosperity Consulting Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Prosperity Consulting 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
Q1 		$727K Hold
14,517
– – 0.03% 291
2025
Q4 		$731K Hold
14,517
– – 0.03% 299
2025
Q3 		$729K Buy
+14,517
New +$714K 0.04% 290

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Prosperity Consulting Group's TAXF Position: Q1 2026 in Review

Prosperity Consulting Group held its American Century Diversified Municipal Bond ETF (TAXF) position steady in Q1 2026 at 14,517 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #291.

Prosperity Consulting Group first reported a position in TAXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $731K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Prosperity Consulting Group held 14,517 shares of American Century Diversified Municipal Bond ETF worth $727K as of Q1 2026.
  • Prosperity Consulting Group left its American Century Diversified Municipal Bond ETF share count unchanged in Q1 2026.
  • American Century Diversified Municipal Bond ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #291 holding.
  • Prosperity Consulting Group first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Prosperity Consulting Group's American Century Diversified Municipal Bond ETF position peaked at $731K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.