KWM
TAXE

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
Q2 		$623K Buy
+12,142
New +$621K 0.07% 122

Other funds holding TAXE

WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KFG Wealth Management's TAXE Position: Q2 2026 in Review

KFG Wealth Management opened a new position in Intermediate Municipal Income ETF (TAXE) in Q2 2026: 12,142 shares worth $623K. The stake represents 0.07% of the portfolio and ranks #122 among its holdings.

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

  • KFG Wealth Management held 12,142 shares of Intermediate Municipal Income ETF worth $623K as of Q2 2026.
  • Intermediate Municipal Income ETF was a new KFG Wealth Management position in Q2 2026.
  • Intermediate Municipal Income ETF made up 0.07% of KFG Wealth Management's portfolio in Q2 2026, its #122 holding.
  • 5 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.