Stratos Wealth Advisors’s Intermediate Municipal Income ETF TAXE Stock Holding History

Stratos Wealth Advisors’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
2025 Q2	–	Sell	-10,286	Closed	-$512K	–	718
2025 Q1	$512K	Buy	+10,286	New	+$516K	0.03%	429

Other funds holding TAXE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stratos Wealth Advisors's TAXE Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Intermediate Municipal Income ETF (TAXE) in Q2 2025, closing a stake of 10,286 shares — an estimated $512K sold.

Stratos Wealth Advisors first reported a position in TAXE in Q1 2025 and held it in 1 quarter. The position peaked at $512K in Q1 2025. 3 funds tracked by Wall St. Rank hold TAXE as of Q2 2025.

Stratos Wealth Advisors reported no remaining Intermediate Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 10,286 Intermediate Municipal Income ETF shares in Q2 2025, an estimated $512K.
Stratos Wealth Advisors first reported a position in Intermediate Municipal Income ETF in Q1 2025 and held it in 1 quarter.
Stratos Wealth Advisors's Intermediate Municipal Income ETF position peaked at $512K in Q1 2025.
3 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.