Cambridge Investment Research Advisors
TAXE

Cambridge Investment Research Advisors’s Intermediate Municipal Income ETF TAXE Stock Holding History

Cambridge Investment Research Advisors’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 		$268K Buy
5,221
+271
+5% +$13.9K ﹤0.01% 3550
2026
Q1 		$251K Buy
+4,950
New +$255K ﹤0.01% 3449

Other funds holding TAXE

WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors's TAXE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Intermediate Municipal Income ETF (TAXE) stake by 5.5% in Q2 2026, buying an estimated $13.9K and bringing the position to 5,221 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Cambridge Investment Research Advisors first reported a position in TAXE in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,221 shares of Intermediate Municipal Income ETF worth $268K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 271 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $13.9K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3550 holding.
  • Cambridge Investment Research Advisors first reported a position in Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.