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Americana Partners’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Americana Partners’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
Q1 		– Sell
-190,402
Closed -$4.84M – 534
2025
Q4 		$4.84M Sell
190,402
-8,801
-4% -$224K 0.13% 135
2025
Q3 		$5.06M Buy
199,203
+46,493
+30% +$1.16M 0.15% 121
2025
Q2 		$3.81M Buy
152,710
+13,528
+10% +$336K 0.13% 145
2025
Q1 		$3.5M Buy
139,182
+36,874
+36% +$934K 0.14% 133
2024
Q4 		$2.59M Buy
102,308
+5,551
+6% +$142K 0.11% 162
2024
Q3 		$2.5M Sell
96,757
-6,805
-7% -$174K 0.17% 124
2024
Q2 		$2.62M Buy
+103,562
New +$2.61M 0.21% 115

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Americana Partners's TAFM Position: Q1 2026 in Review

Americana Partners sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q1 2026, closing a stake of 190,402 shares — an estimated $4.84M sold.

Americana Partners first reported a position in TAFM in Q2 2024 and held it in 7 quarters. The position peaked at $5.06M in Q3 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Americana Partners reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Americana Partners sold 190,402 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $4.84M.
  • Americana Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2024 and held it in 7 quarters.
  • Americana Partners's AB Tax-Aware Intermediate Municipal ETF position peaked at $5.06M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Americana Partners's 13F filing for Q1 2026, filed 12 May 2026.