U.S. Capital Wealth Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.71M Buy
114,131
+5,559
+5% +$282K 0.14% 167
2025
Q4
$5.47M Buy
108,572
+6,320
+6% +$319K 0.14% 182
2025
Q3
$5.14M Buy
102,252
+18,606
+22% +$915K 0.14% 173
2025
Q2
$4.09M Buy
83,646
+21,583
+35% +$1.05M 0.12% 190
2025
Q1
$3.07M Buy
62,063
+3,966
+7% +$199K 0.09% 222
2024
Q4
$2.91M Buy
58,097
+3,439
+6% +$174K 0.09% 227
2024
Q3
$2.81M Buy
54,658
+3,226
+6% +$164K 0.1% 194
2024
Q2
$2.59M Buy
51,432
+15,949
+45% +$800K 0.1% 195
2024
Q1
$1.79M Buy
35,483
+9,514
+37% +$482K 0.07% 256
2023
Q4
$1.32M Buy
25,969
+19,343
+292% +$945K 0.05% 287
2023
Q3
$318K Buy
+6,626
New +$327K 0.01% 512

Other funds holding TAXF

U.S. Capital Wealth Advisors's TAXF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 5.1% in Q1 2026, buying an estimated $282K and bringing the position to 114,131 shares worth $5.71M. The position accounts for 0.14% of the portfolio, ranked #167.

U.S. Capital Wealth Advisors first reported a position in TAXF in Q3 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • U.S. Capital Wealth Advisors held 114,131 shares of American Century Diversified Municipal Bond ETF worth $5.71M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 5,559 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $282K.
  • American Century Diversified Municipal Bond ETF made up 0.14% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • U.S. Capital Wealth Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.