LPL Financial
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LPL Financial’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

LPL Financial’s Portfolio HTAX Stock Details HTAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4M Buy
+540,470
New +$13.1M ﹤0.01% 2009

Other funds holding HTAX

Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Intentional Wealth Strategies
Intentional Wealth Strategies Colorado Springs, Colorado $111M AUM
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WinCap Financial
WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

LPL Financial's HTAX Position: Q3 2026 in Review

LPL Financial opened a new position in Nomura National High-Yield Municipal Bond ETF (HTAX) in Q3 2026: 540,470 shares worth $12.4M. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings.

8 funds tracked by Wall St. Rank hold HTAX as of Q3 2026.

  • LPL Financial held 540,470 shares of Nomura National High-Yield Municipal Bond ETF worth $12.4M as of Q3 2026.
  • Nomura National High-Yield Municipal Bond ETF was a new LPL Financial position in Q3 2026.
  • Nomura National High-Yield Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2009 holding.
  • 8 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.