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 Q1	$295K	Buy	+5,886	New	+$298K	0.04%	163

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Unique Wealth's TAXF Position: Q1 2026 in Review

Unique Wealth opened a new position in American Century Diversified Municipal Bond ETF (TAXF) in Q1 2026: 5,886 shares worth $295K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings.

105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Unique Wealth held 5,886 shares of American Century Diversified Municipal Bond ETF worth $295K as of Q1 2026.
American Century Diversified Municipal Bond ETF was a new Unique Wealth position in Q1 2026.
American Century Diversified Municipal Bond ETF made up 0.04% of Unique Wealth's portfolio in Q1 2026, its #163 holding.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.