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Barnes Pettey Financial Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Barnes Pettey Financial Advisors’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 		$1.04M Buy
40,576
+3,207
+9% +$81.7K 0.33% 62
2026
Q1 		$945K Buy
37,369
+5,807
+18% +$149K 0.41% 60
2025
Q4 		$802K Buy
+31,562
New +$805K 0.4% 58

Other funds holding TAFM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Barnes Pettey Financial Advisors's TAFM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 8.6% in Q2 2026, buying an estimated $81.7K and bringing the position to 40,576 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #62.

Barnes Pettey Financial Advisors first reported a position in TAFM in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 40,576 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.04M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 3,207 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $81.7K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.33% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Barnes Pettey Financial Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.