LWMNY
TAXE

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
Q2 		$252K Sell
4,909
-96
-2% -$4.91K 0.06% 138
2026
Q1 		$254K Buy
+5,005
New +$258K 0.07% 133

Other funds holding TAXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Landmark Wealth Management (New York)'s TAXE Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Intermediate Municipal Income ETF (TAXE) stake by 1.9% in Q2 2026, selling an estimated $4.91K and leaving 4,909 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #138.

Landmark Wealth Management (New York) first reported a position in TAXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Landmark Wealth Management (New York) held 4,909 shares of Intermediate Municipal Income ETF worth $252K as of Q2 2026.
  • Landmark Wealth Management (New York) sold 96 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $4.91K.
  • Intermediate Municipal Income ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #138 holding.
  • Landmark Wealth Management (New York) first reported a position in Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Landmark Wealth Management (New York)'s Intermediate Municipal Income ETF position peaked at $254K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.