Advisory Resource Group’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Advisory Resource Group’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	$2.13M	Buy	83,964 +3,821	+5%	+$95.6K	0.32%	78
2026 Q1	$1.99M	Buy	80,143 +191	+0.2%	+$4.79K	0.34%	63
2025 Q4	$2M	Buy	79,952 +49	+0.1%	+$1.23K	0.35%	62
2025 Q3	$2M	Buy	79,903 +6,844	+9%	+$167K	0.36%	61
2025 Q2	$1.79M	Buy	+73,059	New	+$1.78M	0.34%	61

Other funds holding TAFL

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Resource Group's TAFL Position: Q2 2026 in Review

Advisory Resource Group increased its AB Tax-Aware Long Municipal ETF (TAFL) stake by 4.8% in Q2 2026, buying an estimated $95.6K and bringing the position to 83,964 shares worth $2.13M. The position accounts for 0.32% of the portfolio, ranked #78.

Advisory Resource Group first reported a position in TAFL in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

Advisory Resource Group held 83,964 shares of AB Tax-Aware Long Municipal ETF worth $2.13M as of Q2 2026.
Advisory Resource Group bought 3,821 AB Tax-Aware Long Municipal ETF shares in Q2 2026, an estimated $95.6K.
AB Tax-Aware Long Municipal ETF made up 0.32% of Advisory Resource Group's portfolio in Q2 2026, its #78 holding.
Advisory Resource Group first reported a position in AB Tax-Aware Long Municipal ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.