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Funds Holding TAXX

On this page, we present all of the funds holding TAXX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TAXX, with a link to that fund's top holdings. The next columns indicate the amount of TAXX stock held by each of the funds holding TAXX, followed by the TAXX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1 funds holding TAXX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Income Research & Management. For more details on the positions held by Income Research & Management (or by any of the other funds holding TAXX), click the fund name in the "Holder" column of the funds-holding-TAXX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Income Research & Management100,000$5,000 03/31/2024
     TAXX100,000$5,000 03/31/2024
Sound Income Strategies LLC17,971$899 03/31/2024
     TAXX17,971$899 03/31/2024

See Summary: Institutional Holders of TAXX
See Details: Top 10 Hedge Funds Holding TAXX

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