KFG Wealth Management
TAXE icon

KFG Wealth Management’s Intermediate Municipal Income ETF TAXE Stock Holding History

KFG Wealth Management’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
Q3 		$588K Hold
12,142
– – 0.06% 123
2026
Q2 		$623K Buy
+12,142
New +$621K 0.07% 122

Other funds holding TAXE

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Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

KFG Wealth Management's TAXE Position: Q3 2026 in Review

KFG Wealth Management held its Intermediate Municipal Income ETF (TAXE) position steady in Q3 2026 at 12,142 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #123.

KFG Wealth Management first reported a position in TAXE in Q2 2026 and has held it in 2 quarters since. The position peaked at $623K in Q2 2026. 27 funds tracked by Wall St. Rank hold TAXE as of Q3 2026.

  • KFG Wealth Management held 12,142 shares of Intermediate Municipal Income ETF worth $588K as of Q3 2026.
  • KFG Wealth Management left its Intermediate Municipal Income ETF share count unchanged in Q3 2026.
  • Intermediate Municipal Income ETF made up 0.06% of KFG Wealth Management's portfolio in Q3 2026, its #123 holding.
  • KFG Wealth Management first reported a position in Intermediate Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • KFG Wealth Management's Intermediate Municipal Income ETF position peaked at $623K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.