Bank of New York Mellon’s Intermediate Municipal Income ETF TAXE Stock Holding History

Bank of New York Mellon’s Portfolio TAXE Stock Details TAXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.63M	Buy	+109,751	New	+$5.61M	﹤0.01%	2372

Other funds holding TAXE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon's TAXE Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in Intermediate Municipal Income ETF (TAXE) in Q2 2026: 109,751 shares worth $5.63M. The stake represents ﹤0.01% of the portfolio and ranks #2372 among its holdings.

17 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

Bank of New York Mellon held 109,751 shares of Intermediate Municipal Income ETF worth $5.63M as of Q2 2026.
Intermediate Municipal Income ETF was a new Bank of New York Mellon position in Q2 2026.
Intermediate Municipal Income ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2372 holding.
17 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.