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

Visionary Wealth Advisors’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	$3.48M	Sell	69,628 -170	-0.2%	-$8.62K	0.15%	149
2025 Q4	$3.52M	Sell	69,798 -520	-0.7%	-$26.2K	0.16%	147
2025 Q3	$3.53M	Sell	70,318 -11,755	-14%	-$578K	0.16%	136
2025 Q2	$4.02M	Sell	82,073 -10,375	-11%	-$505K	0.21%	117
2025 Q1	$4.57M	Buy	92,448 +2,392	+3%	+$120K	0.27%	98
2024 Q4	$4.52M	Buy	90,056 +11,997	+15%	+$608K	0.26%	99
2024 Q3	$4.01M	Buy	78,059 +862	+1%	+$43.9K	0.24%	106
2024 Q2	$3.89M	Buy	77,197 +2,334	+3%	+$117K	0.25%	102
2024 Q1	$3.78M	Buy	74,863 +1,444	+2%	+$73.2K	0.26%	106
2023 Q4	$3.74M	Buy	73,419 +44,992	+158%	+$2.2M	0.28%	103
2023 Q3	$1.36M	Buy	28,427 +20,812	+273%	+$1.03M	0.11%	183
2023 Q2	$381K	Buy	+7,615	New	+$381K	0.03%	331

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

Visionary Wealth Advisors's TAXF Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.24% in Q1 2026, selling an estimated $8.62K and leaving 69,628 shares worth $3.48M. The position accounts for 0.15% of the portfolio, ranked #149.

Visionary Wealth Advisors first reported a position in TAXF in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.57M in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

Visionary Wealth Advisors held 69,628 shares of American Century Diversified Municipal Bond ETF worth $3.48M as of Q1 2026.
Visionary Wealth Advisors sold 170 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $8.62K.
American Century Diversified Municipal Bond ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q1 2026, its #149 holding.
Visionary Wealth Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's American Century Diversified Municipal Bond ETF position peaked at $4.57M in Q1 2025.
105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.