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
Q2 		$1.94M Buy
37,874
+589
+2% +$30.1K 0.01% 1047
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

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 $445B AUM 25.58% 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 22.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

&Partners's TAXE Position: Q2 2026 in Review

&Partners increased its Intermediate Municipal Income ETF (TAXE) stake by 1.6% in Q2 2026, buying an estimated $30.1K and bringing the position to 37,874 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1047.

&Partners 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.

  • &Partners held 37,874 shares of Intermediate Municipal Income ETF worth $1.94M as of Q2 2026.
  • &Partners bought 589 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $30.1K.
  • Intermediate Municipal Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1047 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.