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Strategic Wealth Partners’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-12,493
Closed -$628K – 1554
2025
Q3 		$628K Buy
+12,493
New +$614K 0.05% 202

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LPL Financial
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Morgan Stanley
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's TAXF Position: Q4 2025 in Review

Strategic Wealth Partners sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q4 2025, closing a stake of 12,493 shares — an estimated $628K sold.

Strategic Wealth Partners first reported a position in TAXF in Q3 2025 and held it in 1 quarter. The position peaked at $628K in Q3 2025. 98 funds tracked by Wall St. Rank hold TAXF as of Q4 2025.

  • Strategic Wealth Partners reported no remaining American Century Diversified Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 12,493 American Century Diversified Municipal Bond ETF shares in Q4 2025, an estimated $628K.
  • Strategic Wealth Partners first reported a position in American Century Diversified Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's American Century Diversified Municipal Bond ETF position peaked at $628K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.