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

WCG 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
2025
Q1 		– Sell
-16,733
Closed -$839K – 324
2024
Q4 		$839K Buy
+16,733
New +$848K 0.06% 225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

WCG Wealth Advisors's TAXF Position: Q1 2025 in Review

WCG Wealth Advisors sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2025, closing a stake of 16,733 shares — an estimated $839K sold.

WCG Wealth Advisors first reported a position in TAXF in Q4 2024 and held it in 1 quarter. The position peaked at $839K in Q4 2024. 91 funds tracked by Wall St. Rank hold TAXF as of Q1 2025.

  • WCG Wealth Advisors reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 16,733 American Century Diversified Municipal Bond ETF shares in Q1 2025, an estimated $839K.
  • WCG Wealth Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • WCG Wealth Advisors's American Century Diversified Municipal Bond ETF position peaked at $839K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.