SAI
TAXF icon

Savvy Advisors Inc’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Savvy Advisors Inc’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 		$338K Sell
6,658
-805
-11% -$40.6K 0.01% 940
2026
Q1 		$374K Sell
7,463
-12,280
-62% -$623K 0.01% 775
2025
Q4 		$995K Buy
19,743
+3,760
+24% +$190K 0.03% 363
2025
Q3 		$803K Sell
15,983
-1,252
-7% -$61.5K 0.04% 313
2025
Q2 		$843K Buy
+17,235
New +$840K 0.06% 244

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
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
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

Savvy Advisors Inc's TAXF Position: Q2 2026 in Review

Savvy Advisors Inc reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 11% in Q2 2026, selling an estimated $40.6K and leaving 6,658 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #940.

Savvy Advisors Inc first reported a position in TAXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $995K in Q4 2025. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Savvy Advisors Inc held 6,658 shares of American Century Diversified Municipal Bond ETF worth $338K as of Q2 2026.
  • Savvy Advisors Inc sold 805 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $40.6K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #940 holding.
  • Savvy Advisors Inc first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's American Century Diversified Municipal Bond ETF position peaked at $995K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.