Advisory Services Network’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Advisory Services Network’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	$905K	Hold	35,242	–	–	0.01%	1071
2026 Q1	$891K	Hold	35,242	–	–	0.01%	999
2025 Q4	$896K	Hold	35,242	–	–	0.01%	939
2025 Q3	$896K	Hold	35,242	–	–	0.01%	917
2025 Q2	$871K	Buy	35,242 +1,538	+5%	+$38.2K	0.01%	881
2025 Q1	$848K	Buy	33,704 +328	+1%	+$8.3K	0.02%	840
2024 Q4	$844K	Buy	+33,376	New	+$852K	0.02%	815

Other funds holding TAFM

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Advisory Services Network's TAFM Position: Q2 2026 in Review

Advisory Services Network held its AB Tax-Aware Intermediate Municipal ETF (TAFM) position steady in Q2 2026 at 35,242 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1071.

Advisory Services Network first reported a position in TAFM in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Advisory Services Network held 35,242 shares of AB Tax-Aware Intermediate Municipal ETF worth $905K as of Q2 2026.
Advisory Services Network left its AB Tax-Aware Intermediate Municipal ETF share count unchanged in Q2 2026.
AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1071 holding.
Advisory Services Network first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.