Sunpointe’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Sunpointe’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 Q2	–	Sell	-184,974	Closed	-$9.15M	–	242
2025 Q1	$9.15M	Sell	184,974 -13,002	-7%	-$652K	4.88%	2
2024 Q4	$9.93M	Buy	197,976 +184,010	+1,318%	+$9.33M	4.99%	1
2024 Q3	$718K	Buy	+13,966	New	+$711K	0.59%	42

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunpointe's TAXF Position: Q2 2025 in Review

Sunpointe sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q2 2025, closing a stake of 184,974 shares — an estimated $9.15M sold.

Sunpointe first reported a position in TAXF in Q3 2024 and held it in 3 quarters. The position peaked at $9.93M in Q4 2024. 88 funds tracked by Wall St. Rank hold TAXF as of Q2 2025.

Sunpointe reported no remaining American Century Diversified Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Sunpointe sold 184,974 American Century Diversified Municipal Bond ETF shares in Q2 2025, an estimated $9.15M.
Sunpointe first reported a position in American Century Diversified Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
Sunpointe's American Century Diversified Municipal Bond ETF position peaked at $9.93M in Q4 2024.
88 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2025.

Based on Sunpointe's 13F filing for Q2 2025, filed 9 Jul 2025.