LPL Financial
TAXE icon

LPL Financial’s Intermediate Municipal Income ETF TAXE Stock Holding History

LPL Financial’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 		$12M Buy
248,054
+59,262
+31% +$2.98M ﹤0.01% 2038
2026
Q2 		$9.7M Buy
188,792
+41,184
+28% +$2.11M ﹤0.01% 2179
2026
Q1 		$7.49M Buy
147,608
+107,261
+266% +$5.52M ﹤0.01% 2254
2025
Q4 		$2.06M Buy
+40,347
New +$2.06M ﹤0.01% 3390

Other funds holding TAXE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 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
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial's TAXE Position: Q3 2026 in Review

LPL Financial increased its Intermediate Municipal Income ETF (TAXE) stake by 31% in Q3 2026, buying an estimated $2.98M and bringing the position to 248,054 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

LPL Financial first reported a position in TAXE in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold TAXE as of Q3 2026.

  • LPL Financial held 248,054 shares of Intermediate Municipal Income ETF worth $12M as of Q3 2026.
  • LPL Financial bought 59,262 Intermediate Municipal Income ETF shares in Q3 2026, an estimated $2.98M.
  • Intermediate Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2038 holding.
  • LPL Financial first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q3 2026.

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