Benjamin Edwards Inc’s Intermediate Municipal Income ETF TAXE Stock Holding History

Benjamin Edwards Inc’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 Q3	$1.79M	Buy	+37,024	New	+$1.86M	0.02%	609

Other funds holding TAXE

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Benjamin Edwards Inc's TAXE Position: Q3 2026 in Review

Benjamin Edwards Inc opened a new position in Intermediate Municipal Income ETF (TAXE) in Q3 2026: 37,024 shares worth $1.79M. The stake represents 0.02% of the portfolio and ranks #609 among its holdings.

19 funds tracked by Wall St. Rank hold TAXE as of Q3 2026.

Benjamin Edwards Inc held 37,024 shares of Intermediate Municipal Income ETF worth $1.79M as of Q3 2026.
Intermediate Municipal Income ETF was a new Benjamin Edwards Inc position in Q3 2026.
Intermediate Municipal Income ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q3 2026, its #609 holding.
19 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q3 2026.

Based on Benjamin Edwards Inc's 13F filing for Q3 2026, filed 12 Nov 2026.