Commonwealth Equity Services’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Commonwealth Equity 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 Q3	$1.79M	Sell	76,411 -7,898	-9%	-$194K	﹤0.01%	2148
2026 Q2	$2.14M	Buy	84,309 +53,002	+169%	+$1.33M	﹤0.01%	2057
2026 Q1	$779K	Buy	31,307 +13,361	+74%	+$335K	﹤0.01%	2823
2025 Q4	$449K	Buy	17,946 +5,725	+47%	+$144K	﹤0.01%	3264
2025 Q3	$305K	Buy	12,221 +3,776	+45%	+$91.9K	﹤0.01%	3629
2025 Q2	$207K	Buy	+8,445	New	+$206K	﹤0.01%	3899

Other funds holding TAFL

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services's TAFL Position: Q3 2026 in Review

Commonwealth Equity Services reduced its AB Tax-Aware Long Municipal ETF (TAFL) stake by 9.4% in Q3 2026, selling an estimated $194K and leaving 76,411 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Commonwealth Equity Services first reported a position in TAFL in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q2 2026. 11 funds tracked by Wall St. Rank hold TAFL as of Q3 2026.

Commonwealth Equity Services held 76,411 shares of AB Tax-Aware Long Municipal ETF worth $1.79M as of Q3 2026.
Commonwealth Equity Services sold 7,898 AB Tax-Aware Long Municipal ETF shares in Q3 2026, an estimated $194K.
AB Tax-Aware Long Municipal ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2148 holding.
Commonwealth Equity Services first reported a position in AB Tax-Aware Long Municipal ETF in Q2 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's AB Tax-Aware Long Municipal ETF position peaked at $2.14M in Q2 2026.
11 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.