P
TAXE

&Partners’s Intermediate Municipal Income ETF TAXE Stock Holding History

&Partners’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 		$1.89M Buy
37,285
+27,893
+297% +$1.44M 0.01% 932
2025
Q4 		$480K Buy
+9,392
New +$480K ﹤0.01% 1632

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

&Partners's TAXE Position: Q1 2026 in Review

&Partners increased its Intermediate Municipal Income ETF (TAXE) stake by 297% in Q1 2026, buying an estimated $1.44M and bringing the position to 37,285 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #932.

&Partners 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.

  • &Partners held 37,285 shares of Intermediate Municipal Income ETF worth $1.89M as of Q1 2026.
  • &Partners bought 27,893 Intermediate Municipal Income ETF shares in Q1 2026, an estimated $1.44M.
  • Intermediate Municipal Income ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #932 holding.
  • &Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.