Latest Institutional Transactions on American Centy ETF Tr Diversif (TAXF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.03% |
$100 - $101
|
5.99K
$302K
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
81.5KNew |
$4.08M - $4.14M
|
81.5K
$4.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
51.2K+ 3.83% |
$2.56M - $2.6M
|
1.39M
$70.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
1.02K+ 6.41% |
$50.9K - $51.6K
|
16.9K
$851K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 1.25% |
$2.55K - $2.59K
|
4.13K
$208K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.16% |
$751 - $761
|
9.51K
$480K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.32K+ 6.18% |
$316K - $321K
|
109K
$5.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2K+ 39.21% |
$99.9K - $101K
|
7.09K
$357K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 2.44% |
$20K - $20.3K
|
16.8K
$848K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
104+ 11.94% |
$5.21K - $5.28K
|
975
$49.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.5KNew |
$225K - $228K
|
4.5K
$227K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 1646.43% |
$138K - $140K
|
2.93K
$148K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 6.76% |
$116K - $118K
|
32.1K
$1.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
5.38KNew |
$269K - $273K
|
5.38K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.76K+ 23.52% |
$188K - $191K
|
19.7K
$996K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-163- 1.71% |
$8.16K - $8.27K
|
9.38K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.53K+ 10.62% |
$76.4K - $77.5K
|
15.9K
$802K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
497+ 6.6% |
$24.9K - $25.2K
|
8.02K
$405K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.09K- 11.01% |
$305K - $309K
|
49.2K
$2.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.45K+ 2.19% |
$72.7K - $73.7K
|
67.8K
$3.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.41K+ 5.32% |
$321K - $325K
|
127K
$6.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.42K+ 83.64% |
$372K - $377K
|
16.3K
$822K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.42K- 2.6% |
$166K - $172K
|
128K
$6.46M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
5.49K+ 39.47% |
$266K - $276K
|
19.4K
$978K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-947- 6.75% |
$45.9K - $47.6K
|
13.1K
$661K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06KNew |
$99.6K - $103K
|
2.06K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.6K- 4.4% |
$806K - $836K
|
362K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-80- 0.32% |
$3.87K - $4.02K
|
25.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-3.98K- 26.09% |
$192K - $200K
|
11.3K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 6.77% |
$225K - $234K
|
64K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
555+ 5.87% |
$26.9K - $27.9K
|
10K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.04K- 24.48% |
$292K - $304K
|
18.6K
$940K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.4K- 44.62% |
$649K - $674K
|
16.6K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 17.17% |
$213K - $221K
|
30K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.14K- 21.56% |
$55.2K - $57.4K
|
4.15K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.45KNew |
$70K - $72.7K
|
1.45K
$73K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.5KNew |
$703K - $730K
|
14.5K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-230- 99.57% |
$11.1K - $11.6K
|
1
$50.5
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.4KNew |
$2.68M - $2.79M
|
55.4K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.1K- 15.08% |
$440K - $457K
|
51.2K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
23+ 0.56% |
$1.11K - $1.16K
|
4.15K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37K+ 27.09% |
$1.79M - $1.86M
|
174K
$8.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.5KNew |
$605K - $628K
|
12.5K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
893+ 2.85% |
$43.2K - $44.9K
|
32.3K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 16.38% |
$109K - $113K
|
11.5K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$507K - $526K
|
10.5K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$549K - $570K
|
11.3K
$572K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12K- 16.1% |
$580K - $602K
|
62.4K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.15% |
$1.11K - $1.16K
|
15.2K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.28K- 84.62% |
$304K - $316K
|
1.14K
$57.6K
|
|