Ausdal Financial Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Ausdal Financial Partners’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 Q1	$4.19M	Buy	166,510 +13,023	+8%	+$330K	0.19%	135
2025 Q4	$3.87M	Buy	153,487 +33,327	+28%	+$842K	0.18%	140
2025 Q3	$3.04M	Sell	120,160 -25,969	-18%	-$655K	0.15%	162
2025 Q2	$3.67M	Sell	146,129 -4,724	-3%	-$118K	0.24%	101
2025 Q1	$3.78M	Buy	150,853 +5,958	+4%	+$149K	0.29%	80
2024 Q4	$3.62M	Buy	144,895 +7,941	+6%	+$200K	0.31%	80
2024 Q3	$3.47M	Sell	136,954 -2,278	-2%	-$57.3K	0.36%	63
2024 Q2	$3.48M	Buy	+139,232	New	+$3.47M	0.37%	64
2023 Q4	–	Sell	-21,665	Closed	-$533K	–	466
2023 Q3	$533K	Sell	21,665 -705	-3%	-$17.5K	0.07%	238
2023 Q2	$558K	Buy	+22,370	New	+$559K	0.08%	224

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ausdal Financial Partners's TAFI Position: Q1 2026 in Review

Ausdal Financial Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 8.5% in Q1 2026, buying an estimated $330K and bringing the position to 166,510 shares worth $4.19M. The position accounts for 0.19% of the portfolio, ranked #135.

Ausdal Financial Partners first reported a position in TAFI in Q2 2023 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Ausdal Financial Partners held 166,510 shares of AB Tax-Aware Short Duration Municipal ETF worth $4.19M as of Q1 2026.
Ausdal Financial Partners bought 13,023 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $330K.
AB Tax-Aware Short Duration Municipal ETF made up 0.19% of Ausdal Financial Partners's portfolio in Q1 2026, its #135 holding.
Ausdal Financial Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2023 and has held it in 10 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

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