CSP
TAXE

Cary Street Partners’s Intermediate Municipal Income ETF TAXE Stock Holding History

Cary Street Partners’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 		$314K Buy
6,129
+1,769
+41% +$90.5K 0.01% 796
2026
Q1 		$221K Buy
+4,360
New +$224K 0.01% 810

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

Cary Street Partners's TAXE Position: Q2 2026 in Review

Cary Street Partners increased its Intermediate Municipal Income ETF (TAXE) stake by 41% in Q2 2026, buying an estimated $90.5K and bringing the position to 6,129 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #796.

Cary Street Partners first reported a position in TAXE in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Cary Street Partners held 6,129 shares of Intermediate Municipal Income ETF worth $314K as of Q2 2026.
  • Cary Street Partners bought 1,769 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $90.5K.
  • Intermediate Municipal Income ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #796 holding.
  • Cary Street Partners first reported a position in Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.