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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial's TAXE Position: Q1 2026 in Review

LPL Financial increased its Intermediate Municipal Income ETF (TAXE) stake by 266% in Q1 2026, buying an estimated $5.52M and bringing the position to 147,608 shares worth $7.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

LPL Financial first reported a position in TAXE in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • LPL Financial held 147,608 shares of Intermediate Municipal Income ETF worth $7.49M as of Q1 2026.
  • LPL Financial bought 107,261 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $5.52M.
  • Intermediate Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2254 holding.
  • LPL Financial first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.