KAS
TAXE

Kestra Advisory Services’s Intermediate Municipal Income ETF TAXE Stock Holding History

Kestra Advisory Services’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 		– Sell
-4,307
Closed -$220K – 4488
2025
Q4 		$220K Buy
+4,307
New +$220K ﹤0.01% 2808

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 $743M AUM 22.58% 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

Kestra Advisory Services's TAXE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Intermediate Municipal Income ETF (TAXE) in Q1 2026, closing a stake of 4,307 shares — an estimated $220K sold.

Kestra Advisory Services first reported a position in TAXE in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • Kestra Advisory Services reported no remaining Intermediate Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,307 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $220K.
  • Kestra Advisory Services first reported a position in Intermediate Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Intermediate Municipal Income ETF position peaked at $220K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.