Beacon Pointe Advisors’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Beacon Pointe Advisors’s Portfolio TAFL Stock Details TAFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$415K	Buy	+16,689	New	+$419K	﹤0.01%	1376
2025 Q4	–	Sell	-22,840	Closed	-$571K	–	1566
2025 Q3	$571K	Buy	22,840 +10,952	+92%	+$267K	﹤0.01%	966
2025 Q2	$291K	Sell	11,888 -13,330	-53%	-$324K	﹤0.01%	1062
2025 Q1	$627K	Buy	25,218 +10,168	+68%	+$255K	0.01%	774
2024 Q4	$379K	Buy	+15,050	New	+$383K	﹤0.01%	925

Other funds holding TAFL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Beacon Pointe Advisors opened a new position in AB Tax-Aware Long Municipal ETF (TAFL) in Q1 2026: 16,689 shares worth $415K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in TAFL as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in TAFL in Q4 2024 and has held it in 5 quarters since. The position peaked at $627K in Q1 2025. 19 funds tracked by Wall St. Rank hold TAFL as of Q1 2026.

Beacon Pointe Advisors held 16,689 shares of AB Tax-Aware Long Municipal ETF worth $415K as of Q1 2026.
AB Tax-Aware Long Municipal ETF was a new Beacon Pointe Advisors position in Q1 2026.
AB Tax-Aware Long Municipal ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1376 holding.
Beacon Pointe Advisors first reported a position in AB Tax-Aware Long Municipal ETF in Q4 2024 and has held it in 5 quarters since.
Beacon Pointe Advisors's AB Tax-Aware Long Municipal ETF position peaked at $627K in Q1 2025.
19 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q1 2026.

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