Question 1

Does LPL Financial own TAXE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 188,792 shares of TAXE (T Rowe Price Exchange-Traded), worth $9.7M.

Question 2

How many shares of TAXE does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 188,792 shares of TAXE (T Rowe Price Exchange-Traded).

Question 3

What is LPL Financial's TAXE position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's TAXE position is worth $9.7M.

Question 4

Is LPL Financial buying or selling TAXE?

Accepted Answer

In Q2 2026, LPL Financial increased its TAXE position by 41,184 shares (+27.9%).

Question 5

When did LPL Financial first buy TAXE?

Accepted Answer

LPL Financial first reported TAXE in its Q4 2025 13F and has listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	188,792	+27.9%	$9.7M	0.0%	$50.65	34
2026-Q1	Increased	147,608	+265.9%	$7.5M	0.0%	$49.64	44
2025-Q4	New	40,347	-	$2.1M	0.0%	$49.56	36

TAXE3 quarters

TAXE
3 quarters