Steward Partners Investment Advisory’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Steward Partners Investment Advisory’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	$38.1K	Buy	+750	New	+$37.8K	﹤0.01%	3099
2025 Q2	–	Sell	-51	Closed	-$2.52K	–	4239
2025 Q1	$2.52K	Sell	51 -578	-92%	-$29K	﹤0.01%	3594
2024 Q4	$31.5K	Buy	+629	New	+$31.9K	﹤0.01%	2569

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 $1.13B AUM 16.75% 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

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

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

Steward Partners Investment Advisory's TAXF Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q2 2026: 750 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #3099 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in TAXF as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in TAXF in Q4 2024 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Steward Partners Investment Advisory held 750 shares of American Century Diversified Municipal Bond ETF worth $38.1K as of Q2 2026.
American Century Diversified Municipal Bond ETF was a new Steward Partners Investment Advisory position in Q2 2026.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3099 holding.
Steward Partners Investment Advisory first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.