Action Point Financial Planning’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Action Point Financial Planning’s Portfolio TAFL Stock Details TAFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.7K	Buy	+1,450	New	+$36.3K	﹤0.01%	922

Other funds holding TAFL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's TAFL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AB Tax-Aware Long Municipal ETF (TAFL) in Q2 2026: 1,450 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

20 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

Action Point Financial Planning held 1,450 shares of AB Tax-Aware Long Municipal ETF worth $36.7K as of Q2 2026.
AB Tax-Aware Long Municipal ETF was a new Action Point Financial Planning position in Q2 2026.
AB Tax-Aware Long Municipal ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #922 holding.
20 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.