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

Ausdal Financial 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
Q2 		$3.41M Sell
132,843
-22,616
-15% -$576K 0.13% 172
2026
Q1 		$3.93M Buy
155,459
+11,984
+8% +$307K 0.17% 141
2025
Q4 		$3.65M Buy
143,475
+2,314
+2% +$59K 0.17% 149
2025
Q3 		$3.59M Buy
141,161
+133,021
+1,634% +$3.31M 0.17% 138
2025
Q2 		$203K Buy
8,140
+61
+0.8% +$1.51K 0.01% 656
2025
Q1 		$203K Buy
+8,079
New +$205K 0.02% 607

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ausdal Financial Partners's TAFM Position: Q2 2026 in Review

Ausdal Financial Partners reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 15% in Q2 2026, selling an estimated $576K and leaving 132,843 shares worth $3.41M. The position accounts for 0.13% of the portfolio, ranked #172.

Ausdal Financial Partners first reported a position in TAFM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.93M in Q1 2026. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Ausdal Financial Partners held 132,843 shares of AB Tax-Aware Intermediate Municipal ETF worth $3.41M as of Q2 2026.
  • Ausdal Financial Partners sold 22,616 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $576K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.13% of Ausdal Financial Partners's portfolio in Q2 2026, its #172 holding.
  • Ausdal Financial Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • Ausdal Financial Partners's AB Tax-Aware Intermediate Municipal ETF position peaked at $3.93M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.