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
Q2 		$179K Hold
3,500
– – 0.06% 159
2026
Q1 		$178K Hold
3,500
– – 0.07% 142
2025
Q4 		$179K Buy
+3,500
New +$179K 0.07% 144

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

Fourth Dimension Wealth's TAXE Position: Q2 2026 in Review

Fourth Dimension Wealth held its Intermediate Municipal Income ETF (TAXE) position steady in Q2 2026 at 3,500 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #159.

Fourth Dimension Wealth first reported a position in TAXE in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Fourth Dimension Wealth held 3,500 shares of Intermediate Municipal Income ETF worth $179K as of Q2 2026.
  • Fourth Dimension Wealth left its Intermediate Municipal Income ETF share count unchanged in Q2 2026.
  • Intermediate Municipal Income ETF made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #159 holding.
  • Fourth Dimension Wealth first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.