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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
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 $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

Savvy Advisors Inc's TAXF Position: Q1 2026 in Review

Savvy Advisors Inc reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 62% in Q1 2026, selling an estimated $623K and leaving 7,463 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #775.

Savvy Advisors Inc first reported a position in TAXF in Q2 2025 and has held it in 4 quarters since. The position peaked at $995K in Q4 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Savvy Advisors Inc held 7,463 shares of American Century Diversified Municipal Bond ETF worth $374K as of Q1 2026.
  • Savvy Advisors Inc sold 12,280 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $623K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #775 holding.
  • Savvy Advisors Inc first reported a position in American Century Diversified Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's American Century Diversified Municipal Bond ETF position peaked at $995K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.