Question 1

Does Envestnet own TAXE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 52,916 shares of TAXE (T Rowe Price Exchange-Traded), worth $2.7M.

Question 2

How many shares of TAXE does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 52,916 shares of TAXE (T Rowe Price Exchange-Traded).

Question 3

What is Envestnet's TAXE position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's TAXE position is worth $2.7M.

Question 4

Is Envestnet buying or selling TAXE?

Accepted Answer

In Q2 2026, Envestnet reduced its TAXE position by 12,155 shares (-18.7%).

Question 5

When did Envestnet first buy TAXE?

Accepted Answer

Envestnet first reported TAXE in its Q3 2025 13F and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	52,916	-18.7%	$2.7M	0.0%	$50.65	0
2026-Q1	Increased	65,071	+189.3%	$3.3M	0.0%	$49.64	43
2025-Q4	Increased	22,489	+393.8%	$1.1M	0.0%	$49.56	41
2025-Q3	New	4,554	-	$230,842	0.0%	$48.71	32

TAXE4 quarters

TAXE
4 quarters