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TAXFTAXF
Showing 8 of 13 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in AMERICAN CENTY ETF TR

NewEdge Advisors, LLC holds 116,750 shares of TAXF (AMERICAN CENTY ETF TR), worth $5.9M as of 2026-Q2. The position was increased (+9.1% shares). TAXF represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$5.9M

Current Shares

116,750

Total Value Change

+$2.9M

Total Shares Change

+57,705

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
116,750
+9.1%
$5.9M0.0%$50.51
30
2026-Q1
Increased
106,977
+93.9%
$5.4M0.0%$49.27
43
2025-Q4
Increased
55,178
+7.8%
$2.8M0.0%$49.25
28
2025-Q3
Decreased
51,204
-15.1%
$2.6M0.0%$48.50
0
2025-Q2
Decreased
60,299
-13.3%
$3M0.0%$46.79
0
2025-Q1
Increased
69,522
+8.7%
$3.4M0.0%$46.88
29
2024-Q4
Increased
63,977
+8.3%
$3.2M0.0%$47.22
29
2024-Q3
Decreased
59,045
-1.6%
$3M0.0%$47.88
0

Other major holders of TAXF: ENVESTNET ASSET MANAGEMENT INC

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