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Bright Futures Wealth Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Bright Futures Wealth Management’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
2024
Q4 		– Sell
-12,549
Closed -$320K – 219
2024
Q3 		$320K Buy
12,549
+246
+2% +$6.3K 0.15% 161
2024
Q2 		$316K Hold
12,303
– – 0.17% 149
2024
Q1 		$312K Buy
+12,303
New +$312K 0.17% 151

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bright Futures Wealth Management's TAFM Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q4 2024, closing a stake of 12,549 shares — an estimated $320K sold.

Bright Futures Wealth Management first reported a position in TAFM in Q1 2024 and held it in 3 quarters. The position peaked at $320K in Q3 2024. 12 funds tracked by Wall St. Rank hold TAFM as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 12,549 AB Tax-Aware Intermediate Municipal ETF shares in Q4 2024, an estimated $320K.
  • Bright Futures Wealth Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's AB Tax-Aware Intermediate Municipal ETF position peaked at $320K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.