Landmark Wealth Management (New York)’s Intermediate Municipal Income ETF TAXE Stock Holding History

Landmark Wealth Management (New York)’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	$254K	Buy	+5,005	New	+$258K	0.07%	133

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 $424B AUM 22.94% 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

Landmark Wealth Management (New York)'s TAXE Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Intermediate Municipal Income ETF (TAXE) in Q1 2026: 5,005 shares worth $254K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings.

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

Landmark Wealth Management (New York) held 5,005 shares of Intermediate Municipal Income ETF worth $254K as of Q1 2026.
Intermediate Municipal Income ETF was a new Landmark Wealth Management (New York) position in Q1 2026.
Intermediate Municipal Income ETF made up 0.07% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #133 holding.
21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.