UBS Group
TAXE

UBS Group’s Intermediate Municipal Income ETF TAXE Stock Holding History

UBS 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 		– Sell
-95
Closed -$4.82K – 11219
2026
Q1 		$4.82K Sell
95
-161
-63% -$8.29K ﹤0.01% 8882
2025
Q4 		$13.1K Buy
+256
New +$13.1K ﹤0.01% 8072
2025
Q2 		– Sell
-126
Closed -$6.27K – 11000
2025
Q1 		$6.27K Hold
126
– – ﹤0.01% 8916
2024
Q4 		$6.3K Buy
+126
New +$6.36K ﹤0.01% 8570

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 22.96% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group's TAXE Position: Q2 2026 in Review

UBS Group sold out of Intermediate Municipal Income ETF (TAXE) in Q2 2026, closing a stake of 95 shares — an estimated $4.82K sold.

UBS Group first reported a position in TAXE in Q4 2024 and held it in 4 quarters. The position peaked at $13.1K in Q4 2025. 25 funds tracked by Wall St. Rank hold TAXE as of Q2 2026.

  • UBS Group reported no remaining Intermediate Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 95 Intermediate Municipal Income ETF shares in Q2 2026, an estimated $4.82K.
  • UBS Group first reported a position in Intermediate Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's Intermediate Municipal Income ETF position peaked at $13.1K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.