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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Beacon Pointe Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 59% in Q1 2026, buying an estimated $2.25M and bringing the position to 237,052 shares worth $6M. The position accounts for 0.03% of the portfolio, ranked #432.

Beacon Pointe Advisors first reported a position in TAFM in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Beacon Pointe Advisors held 237,052 shares of AB Tax-Aware Intermediate Municipal ETF worth $6M as of Q1 2026.
  • Beacon Pointe Advisors bought 87,828 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $2.25M.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #432 holding.
  • Beacon Pointe Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

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