CFD
TAXE

Creative Financial Designs’s Intermediate Municipal Income ETF TAXE Stock Holding History

Creative Financial Designs’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 		$61.5K Hold
1,200
– – ﹤0.01% 948
2026
Q1 		$60.9K Buy
+1,200
New +$61.8K ﹤0.01% 841

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Creative Financial Designs's TAXE Position: Q2 2026 in Review

Creative Financial Designs held its Intermediate Municipal Income ETF (TAXE) position steady in Q2 2026 at 1,200 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Creative Financial Designs 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.

  • Creative Financial Designs held 1,200 shares of Intermediate Municipal Income ETF worth $61.5K as of Q2 2026.
  • Creative Financial Designs left its Intermediate Municipal Income ETF share count unchanged in Q2 2026.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #948 holding.
  • Creative Financial Designs 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.