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Beacon Pointe Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Beacon Pointe Advisors’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 		$2.14M Buy
84,991
+23,108
+37% +$585K 0.01% 704
2025
Q4 		$1.56M Sell
61,883
-23,739
-28% -$600K 0.01% 686
2025
Q3 		$2.17M Buy
85,622
+50,799
+146% +$1.28M 0.02% 526
2025
Q2 		$874K Sell
34,823
-8,531
-20% -$213K 0.01% 706
2025
Q1 		$1.09M Buy
43,354
+30,161
+229% +$757K 0.01% 616
2024
Q4 		$329K Buy
+13,193
New +$332K ﹤0.01% 974

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Beacon Pointe Advisors's TAFI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 37% in Q1 2026, buying an estimated $585K and bringing the position to 84,991 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #704.

Beacon Pointe Advisors first reported a position in TAFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q3 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Beacon Pointe Advisors held 84,991 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 23,108 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $585K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #704 holding.
  • Beacon Pointe Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $2.17M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.