Jones Financial Companies’s Intermediate Municipal Income ETF TAXE Stock Holding History

Jones Financial Companies’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	$299K	Buy	+5,921	New	+$305K	﹤0.01%	2245

Other funds holding TAXE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Jones Financial Companies's TAXE Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Intermediate Municipal Income ETF (TAXE) in Q1 2026: 5,921 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #2245 among its holdings.

21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

Jones Financial Companies held 5,921 shares of Intermediate Municipal Income ETF worth $299K as of Q1 2026.
Intermediate Municipal Income ETF was a new Jones Financial Companies position in Q1 2026.
Intermediate Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2245 holding.
21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.