NewEdge Advisors
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NewEdge Advisors’s Intermediate Municipal Income ETF TAXE Stock Holding History

NewEdge Advisors’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 		$169K Buy
3,290
+1,005
+44% +$51.4K ﹤0.01% 2817
2026
Q1 		$116K Buy
2,285
+1,284
+128% +$66.1K ﹤0.01% 2716
2025
Q4 		$51.2K Buy
+1,001
New +$51.2K ﹤0.01% 2954

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 $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 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 22.9% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Advisors's TAXE Position: Q2 2026 in Review

NewEdge Advisors increased its Intermediate Municipal Income ETF (TAXE) stake by 44% in Q2 2026, buying an estimated $51.4K and bringing the position to 3,290 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

NewEdge Advisors 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.

  • NewEdge Advisors held 3,290 shares of Intermediate Municipal Income ETF worth $169K as of Q2 2026.
  • NewEdge Advisors bought 1,005 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $51.4K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2817 holding.
  • NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.