Forge Financial Services
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Forge Financial Services’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

Forge Financial Services’s Portfolio HTAX Stock Details HTAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Buy
+11,926
New +$289K 0.02% 30

Other funds holding HTAX

Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Intentional Wealth Strategies
Intentional Wealth Strategies Colorado Springs, Colorado $111M AUM
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WinCap Financial
WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return

Forge Financial Services's HTAX Position: Q3 2026 in Review

Forge Financial Services opened a new position in Nomura National High-Yield Municipal Bond ETF (HTAX) in Q3 2026: 11,926 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #30 among its holdings.

8 funds tracked by Wall St. Rank hold HTAX as of Q3 2026.

  • Forge Financial Services held 11,926 shares of Nomura National High-Yield Municipal Bond ETF worth $281K as of Q3 2026.
  • Nomura National High-Yield Municipal Bond ETF was a new Forge Financial Services position in Q3 2026.
  • Nomura National High-Yield Municipal Bond ETF made up 0.02% of Forge Financial Services's portfolio in Q3 2026, its #30 holding.
  • 8 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q3 2026.

Based on Forge Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.