Integrated Wealth Concepts’s Intermediate Municipal Income ETF TAXE Stock Holding History

Integrated Wealth Concepts’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	$847K	Buy	+16,524	New	+$845K	﹤0.01%	1437

Other funds holding TAXE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integrated Wealth Concepts's TAXE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Intermediate Municipal Income ETF (TAXE) in Q2 2026: 16,524 shares worth $847K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

17 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

Integrated Wealth Concepts held 16,524 shares of Intermediate Municipal Income ETF worth $847K as of Q2 2026.
Intermediate Municipal Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Intermediate Municipal Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1437 holding.
17 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.