LPL Financial
TAXE

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
Q2 		$9.68M 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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial's TAXE Position: Q2 2026 in Review

LPL Financial increased its Intermediate Municipal Income ETF (TAXE) stake by 28% in Q2 2026, buying an estimated $2.11M and bringing the position to 188,792 shares worth $9.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

LPL Financial first reported a position in TAXE in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • LPL Financial held 188,792 shares of Intermediate Municipal Income ETF worth $9.68M as of Q2 2026.
  • LPL Financial bought 41,184 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $2.11M.
  • Intermediate Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2179 holding.
  • LPL Financial first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.