Cetera Investment Advisers
TAXE

Cetera Investment Advisers’s Intermediate Municipal Income ETF TAXE Stock Holding History

Cetera Investment Advisers’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 		$2.78M Buy
54,200
+9,265
+21% +$474K ﹤0.01% 2110
2026
Q1 		$2.28M Buy
+44,935
New +$2.31M ﹤0.01% 2175

Other funds holding TAXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers's TAXE Position: Q2 2026 in Review

Cetera Investment Advisers increased its Intermediate Municipal Income ETF (TAXE) stake by 21% in Q2 2026, buying an estimated $474K and bringing the position to 54,200 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Cetera Investment Advisers first reported a position in TAXE in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Cetera Investment Advisers held 54,200 shares of Intermediate Municipal Income ETF worth $2.78M as of Q2 2026.
  • Cetera Investment Advisers bought 9,265 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $474K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2110 holding.
  • Cetera Investment Advisers first reported a position in Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.