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

Unique Wealth’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 		$372K Buy
7,310
+1,424
+24% +$71.9K 0.04% 163
2026
Q1 		$295K Buy
+5,886
New +$298K 0.04% 163

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
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

Unique Wealth's TAXF Position: Q2 2026 in Review

Unique Wealth increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 24% in Q2 2026, buying an estimated $71.9K and bringing the position to 7,310 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #163.

Unique Wealth first reported a position in TAXF in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • Unique Wealth held 7,310 shares of American Century Diversified Municipal Bond ETF worth $372K as of Q2 2026.
  • Unique Wealth bought 1,424 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $71.9K.
  • American Century Diversified Municipal Bond ETF made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #163 holding.
  • Unique Wealth first reported a position in American Century Diversified Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.