Concurrent Investment Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Concurrent Investment 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 Q2	$2.19M	Sell	85,095 -772	-0.9%	-$19.7K	0.02%	694
2026 Q1	$2.17M	Buy	85,867 +5,680	+7%	+$145K	0.02%	586
2025 Q4	$2.04M	Buy	80,187 +15,086	+23%	+$385K	0.02%	567
2025 Q3	$1.65M	Buy	65,101 +13,815	+27%	+$344K	0.03%	514
2025 Q2	$1.28M	Buy	+51,286	New	+$1.27M	0.02%	538

Other funds holding TAFM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's TAFM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 0.9% in Q2 2026, selling an estimated $19.7K and leaving 85,095 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #694.

Concurrent Investment Advisors first reported a position in TAFM in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Concurrent Investment Advisors held 85,095 shares of AB Tax-Aware Intermediate Municipal ETF worth $2.19M as of Q2 2026.
Concurrent Investment Advisors sold 772 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $19.7K.
AB Tax-Aware Intermediate Municipal ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #694 holding.
Concurrent Investment Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.