Beacon Pointe Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Beacon Pointe 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	$7.65M	Buy	297,986 +60,934	+26%	+$1.55M	0.04%	409
2026 Q1	$6M	Buy	237,052 +87,828	+59%	+$2.25M	0.03%	432
2025 Q4	$3.79M	Buy	149,224 +82,075	+122%	+$2.09M	0.03%	459
2025 Q3	$1.71M	Buy	67,149 +8,709	+15%	+$217K	0.01%	585
2025 Q2	$1.46M	Buy	58,440 +35,393	+154%	+$878K	0.02%	562
2025 Q1	$580K	Buy	+23,047	New	+$584K	0.01%	811

Other funds holding TAFM

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Beacon Pointe Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 26% in Q2 2026, buying an estimated $1.55M and bringing the position to 297,986 shares worth $7.65M. The position accounts for 0.04% of the portfolio, ranked #409.

Beacon Pointe Advisors first reported a position in TAFM in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Beacon Pointe Advisors held 297,986 shares of AB Tax-Aware Intermediate Municipal ETF worth $7.65M as of Q2 2026.
Beacon Pointe Advisors bought 60,934 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $1.55M.
AB Tax-Aware Intermediate Municipal ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #409 holding.
Beacon Pointe Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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