FDW
TAXE

Fourth Dimension Wealth’s Intermediate Municipal Income ETF TAXE Stock Holding History

Fourth Dimension Wealth’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
Q1 		$178K Hold
3,500
– – 0.07% 142
2025
Q4 		$179K Buy
+3,500
New +$179K 0.07% 144

Other funds holding TAXE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fourth Dimension Wealth's TAXE Position: Q1 2026 in Review

Fourth Dimension Wealth held its Intermediate Municipal Income ETF (TAXE) position steady in Q1 2026 at 3,500 shares worth $178K. The position accounts for 0.07% of the portfolio, ranked #142.

Fourth Dimension Wealth first reported a position in TAXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $179K in Q4 2025. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • Fourth Dimension Wealth held 3,500 shares of Intermediate Municipal Income ETF worth $178K as of Q1 2026.
  • Fourth Dimension Wealth left its Intermediate Municipal Income ETF share count unchanged in Q1 2026.
  • Intermediate Municipal Income ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q1 2026, its #142 holding.
  • Fourth Dimension Wealth first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Fourth Dimension Wealth's Intermediate Municipal Income ETF position peaked at $179K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.