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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
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 $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ausdal Financial Partners increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 8.4% in Q1 2026, buying an estimated $307K and bringing the position to 155,459 shares worth $3.93M. The position accounts for 0.17% of the portfolio, ranked #141.

Ausdal Financial Partners first reported a position in TAFM in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Ausdal Financial Partners held 155,459 shares of AB Tax-Aware Intermediate Municipal ETF worth $3.93M as of Q1 2026.
  • Ausdal Financial Partners bought 11,984 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $307K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.17% of Ausdal Financial Partners's portfolio in Q1 2026, its #141 holding.
  • Ausdal Financial Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

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