Raymond James Financial
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Raymond James Financial’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Raymond James Financial’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 		$13.7M Buy
274,203
+60,040
+28% +$3.04M ﹤0.01% 1762
2025
Q4 		$10.8M Buy
214,163
+40,505
+23% +$2.04M ﹤0.01% 1908
2025
Q3 		$8.72M Buy
173,658
+37,015
+27% +$1.82M ﹤0.01% 2036
2025
Q2 		$6.69M Buy
136,643
+20,105
+17% +$979K ﹤0.01% 2172
2025
Q1 		$5.77M Buy
116,538
+12,255
+12% +$614K ﹤0.01% 2235
2024
Q4 		$5.23M Buy
+104,283
New +$5.29M ﹤0.01% 2299

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 $1.09B AUM 23.69% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Raymond James Financial's TAXF Position: Q1 2026 in Review

Raymond James Financial increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 28% in Q1 2026, buying an estimated $3.04M and bringing the position to 274,203 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Raymond James Financial first reported a position in TAXF in Q4 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Raymond James Financial held 274,203 shares of American Century Diversified Municipal Bond ETF worth $13.7M as of Q1 2026.
  • Raymond James Financial bought 60,040 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $3.04M.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1762 holding.
  • Raymond James Financial first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.