CAC
TAFI icon

Certified Advisory Corp’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Certified Advisory Corp’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
+23,563
New +$593K 0.05% 210

Other funds holding TAFI

FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Certified Advisory Corp's TAFI Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2026: 23,563 shares worth $594K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings.

9 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Certified Advisory Corp held 23,563 shares of AB Tax-Aware Short Duration Municipal ETF worth $594K as of Q2 2026.
  • AB Tax-Aware Short Duration Municipal ETF was a new Certified Advisory Corp position in Q2 2026.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #210 holding.
  • 9 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.