PAG
TAXE

Private Advisor Group’s Intermediate Municipal Income ETF TAXE Stock Holding History

Private Advisor Group’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 		$554K Buy
10,800
+2,650
+33% +$136K ﹤0.01% 1726
2026
Q1 		$413K Buy
8,150
+2,150
+36% +$111K ﹤0.01% 1983
2025
Q4 		$307K Buy
+6,000
New +$307K ﹤0.01% 2148

Other funds holding TAXE

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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Private Advisor Group's TAXE Position: Q2 2026 in Review

Private Advisor Group increased its Intermediate Municipal Income ETF (TAXE) stake by 33% in Q2 2026, buying an estimated $136K and bringing the position to 10,800 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Private Advisor Group first reported a position in TAXE in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • Private Advisor Group held 10,800 shares of Intermediate Municipal Income ETF worth $554K as of Q2 2026.
  • Private Advisor Group bought 2,650 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $136K.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1726 holding.
  • Private Advisor Group first reported a position in Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.