AE Wealth Management
TAFI icon

AE Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

AE Wealth Management’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Buy
5,147
+437
+9% +$11K ﹤0.01% 1836
2026
Q1 		$119K Buy
+4,710
New +$119K ﹤0.01% 1747

Other funds holding TAFI

AllianceBernstein
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's TAFI Position: Q2 2026 in Review

AE Wealth Management increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 9.3% in Q2 2026, buying an estimated $11K and bringing the position to 5,147 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

AE Wealth Management first reported a position in TAFI in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • AE Wealth Management held 5,147 shares of AB Tax-Aware Short Duration Municipal ETF worth $130K as of Q2 2026.
  • AE Wealth Management bought 437 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $11K.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1836 holding.
  • AE Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.