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Alliance Wealth Advisors (Pennsylvania)’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$247K Sell
9,800
-300
-3% -$7.55K 0.08% 151
2026
Q1 		$254K Sell
10,100
-200
-2% -$5.06K 0.11% 140
2025
Q4 		$260K Hold
10,300
– – 0.11% 136
2025
Q3 		$261K Buy
10,300
+500
+5% +$12.6K 0.12% 133
2025
Q2 		$246K Buy
+9,800
New +$245K 0.13% 133

Other funds holding TAFI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s TAFI Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 3% in Q2 2026, selling an estimated $7.55K and leaving 9,800 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #151.

Alliance Wealth Advisors (Pennsylvania) first reported a position in TAFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $261K in Q3 2025. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 9,800 shares of AB Tax-Aware Short Duration Municipal ETF worth $247K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 300 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $7.55K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.08% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #151 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s AB Tax-Aware Short Duration Municipal ETF position peaked at $261K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.