Osaic Holdings
TAXE

Osaic Holdings’s Intermediate Municipal Income ETF TAXE Stock Holding History

Osaic Holdings’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 		$51.2K Buy
1,009
+9
+0.9% +$463 ﹤0.01% 5200
2025
Q4 		$51.1K Buy
+1,000
New +$51.1K ﹤0.01% 5215

Other funds holding TAXE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings's TAXE Position: Q1 2026 in Review

Osaic Holdings increased its Intermediate Municipal Income ETF (TAXE) stake by 0.9% in Q1 2026, buying an estimated $463 and bringing the position to 1,009 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5200.

Osaic Holdings 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.

  • Osaic Holdings held 1,009 shares of Intermediate Municipal Income ETF worth $51.2K as of Q1 2026.
  • Osaic Holdings bought 9 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $463.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5200 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.