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 Q2	$500K	Buy	19,724 +3,035	+18%	+$76K	﹤0.01%	1339
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 $104B AUM 28.3% 1-Year Est. Return

HCA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's TAFL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its AB Tax-Aware Long Municipal ETF (TAFL) stake by 18% in Q2 2026, buying an estimated $76K and bringing the position to 19,724 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Beacon Pointe Advisors first reported a position in TAFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $627K in Q1 2025. 20 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

Beacon Pointe Advisors held 19,724 shares of AB Tax-Aware Long Municipal ETF worth $500K as of Q2 2026.
Beacon Pointe Advisors bought 3,035 AB Tax-Aware Long Municipal ETF shares in Q2 2026, an estimated $76K.
AB Tax-Aware Long Municipal ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1339 holding.
Beacon Pointe Advisors first reported a position in AB Tax-Aware Long Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Beacon Pointe Advisors's AB Tax-Aware Long Municipal ETF position peaked at $627K in Q1 2025.
20 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.