Avantax Advisory Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
23,142
+450
+2% +$11.2K ﹤0.01% 1498
2025
Q1
$569K Buy
+22,692
New +$569K ﹤0.01% 1422

Other funds holding TAFI

Avantax Advisory Services's TAFI Position: Q2 2025 in Review

Avantax Advisory Services increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 2% in Q2 2025, buying an estimated $11.2K and bringing the position to 23,142 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Avantax Advisory Services first reported a position in TAFI in Q1 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold TAFI as of Q2 2025.

  • Avantax Advisory Services held 23,142 shares of AB Tax-Aware Short Duration Municipal ETF worth $581K as of Q2 2025.
  • Avantax Advisory Services bought 450 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2025, an estimated $11.2K.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1498 holding.
  • Avantax Advisory Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.