Advisory Resource Group’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Advisory Resource Group’s Portfolio TAFM Stock Details TAFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28M	Buy	127,890 +5,898	+5%	+$150K	0.49%	53
2026 Q1	$3.09M	Buy	121,992 +6	+0%	+$153	0.53%	48
2025 Q4	$3.1M	Sell	121,986 -128	-0.1%	-$3.27K	0.55%	49
2025 Q3	$3.1M	Buy	122,114 +6,591	+6%	+$164K	0.56%	48
2025 Q2	$2.88M	Buy	+115,523	New	+$2.87M	0.55%	49

Other funds holding TAFM

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

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

Advisory Resource Group increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 4.8% in Q2 2026, buying an estimated $150K and bringing the position to 127,890 shares worth $3.28M. The position accounts for 0.49% of the portfolio, ranked #53.

Advisory Resource Group first reported a position in TAFM in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Advisory Resource Group held 127,890 shares of AB Tax-Aware Intermediate Municipal ETF worth $3.28M as of Q2 2026.
Advisory Resource Group bought 5,898 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $150K.
AB Tax-Aware Intermediate Municipal ETF made up 0.49% of Advisory Resource Group's portfolio in Q2 2026, its #53 holding.
Advisory Resource Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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