Bensler, LLC TAXE β€” T ROWE PRICE EXCHANGE-TRADED

Ownership history in Bensler, LLC  Β·  1 quarter on record

AI Ownership Summary

Bensler, LLC reported T ROWE PRICE EXCHANGE-TRADED (TAXE) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.22% in 2026 Q2. The latest visible filing shows TAXE at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAXE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bensler, LLC's position in T ROWE PRICE EXCHANGE-TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TAXE was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bensler, LLC held TAXE β€” position size vs. price
% of Fund (quarterly)    TAXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 48,588 β€” β€” 0.22% $2.5M 2026-07-23 $50.41

🏒 Other funds also holding TAXE

As of 2026 Q2 β€” sorted by position size

Well Done, LLC 3Y 7Y 0.39% KFG WEALTH MANAGEMENT, LLC 3Y 0.07% CARY STREET PARTNERS FINANCIAL LLC 0.01%

FAQ About Bensler, LLC and TAXE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bensler, LLC reported owning TAXE?

Bensler, LLC reported TAXE across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported TAXE position in Bensler, LLC's portfolio?

The largest reported portfolio weight for TAXE was 0.22% in 2026 Q2.

What is the latest reported TAXE position on this page?

The most recent filing on this page is 2026 Q2, when Bensler, LLC reported 48,588 shares, equal to 0.22% of portfolio, with an estimated market value of $2.5M.

What does the chart on this TAXE ownership page compare?

The chart compares Bensler, LLC's quarterly TAXE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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