Envestnet Asset Management
TAXE

Envestnet Asset Management’s Intermediate Municipal Income ETF TAXE Stock Holding History

Envestnet Asset Management’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 		$2.71M Sell
52,916
-12,155
-19% -$622K ﹤0.01% 2928
2026
Q1 		$3.3M Buy
65,071
+42,582
+189% +$2.19M ﹤0.01% 2636
2025
Q4 		$1.15M Buy
22,489
+17,935
+394% +$917K ﹤0.01% 3190
2025
Q3 		$231K Buy
+4,554
New +$228K ﹤0.01% 4249

Other funds holding TAXE

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's TAXE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Intermediate Municipal Income ETF (TAXE) stake by 19% in Q2 2026, selling an estimated $622K and leaving 52,916 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Envestnet Asset Management first reported a position in TAXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.3M in Q1 2026. 13 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Envestnet Asset Management held 52,916 shares of Intermediate Municipal Income ETF worth $2.71M as of Q2 2026.
  • Envestnet Asset Management sold 12,155 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $622K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2928 holding.
  • Envestnet Asset Management first reported a position in Intermediate Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Intermediate Municipal Income ETF position peaked at $3.3M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.