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Tower Research Capital (TRC)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Tower Research Capital (TRC)’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
2023
Q3 		– Sell
-600
Closed -$30K – 6222
2023
Q2 		$30K Buy
+600
New +$30K ﹤0.01% 3027

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tower Research Capital (TRC)'s TAXF Position: Q3 2023 in Review

Tower Research Capital (TRC) sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2023, closing a stake of 600 shares — an estimated $30K sold.

Tower Research Capital (TRC) first reported a position in TAXF in Q2 2023 and held it in 1 quarter. The position peaked at $30K in Q2 2023. 78 funds tracked by Wall St. Rank hold TAXF as of Q3 2023.

  • Tower Research Capital (TRC) reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 600 American Century Diversified Municipal Bond ETF shares in Q3 2023, an estimated $30K.
  • Tower Research Capital (TRC) first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s American Century Diversified Municipal Bond ETF position peaked at $30K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2023, filed 14 Nov 2023.