Pearl Planning’s Intermediate Municipal Income ETF TAXE Stock Holding History

Pearl Planning’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 Q3	$7.13M	Buy	+147,274	New	+$7.4M	2.96%	13

Other funds holding TAXE

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Pearl Planning's TAXE Position: Q3 2026 in Review

Pearl Planning opened a new position in Intermediate Municipal Income ETF (TAXE) in Q3 2026: 147,274 shares worth $7.13M. The stake represents 2.96% of the portfolio and ranks #13 among its holdings.

4 funds tracked by Wall St. Rank hold TAXE as of Q3 2026.

Pearl Planning held 147,274 shares of Intermediate Municipal Income ETF worth $7.13M as of Q3 2026.
Intermediate Municipal Income ETF was a new Pearl Planning position in Q3 2026.
Intermediate Municipal Income ETF made up 2.96% of Pearl Planning's portfolio in Q3 2026, its #13 holding.
4 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q3 2026.

Based on Pearl Planning's 13F filing for Q3 2026, filed 13 Oct 2026.