Capital Investment Advisory Services’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Capital Investment Advisory Services’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	$30.4K	Hold	1,200	–	–	﹤0.01%	1026
2026 Q1	$29.9K	Hold	1,200	–	–	﹤0.01%	942
2025 Q4	$30K	Hold	1,200	–	–	﹤0.01%	914
2025 Q3	$30K	Hold	1,200	–	–	﹤0.01%	851
2025 Q2	$29.4K	Hold	1,200	–	–	﹤0.01%	824
2025 Q1	$29.8K	Buy	+1,200	New	+$30.1K	﹤0.01%	770

Other funds holding TAFL

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Capital Investment Advisory Services's TAFL Position: Q2 2026 in Review

Capital Investment Advisory Services held its AB Tax-Aware Long Municipal ETF (TAFL) position steady in Q2 2026 at 1,200 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Capital Investment Advisory Services first reported a position in TAFL in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

Capital Investment Advisory Services held 1,200 shares of AB Tax-Aware Long Municipal ETF worth $30.4K as of Q2 2026.
Capital Investment Advisory Services left its AB Tax-Aware Long Municipal ETF share count unchanged in Q2 2026.
AB Tax-Aware Long Municipal ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1026 holding.
Capital Investment Advisory Services first reported a position in AB Tax-Aware Long Municipal ETF in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.