CoreCap Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

CoreCap Advisors’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 Q3	$270K	Buy	+10,983	New	+$275K	0.01%	746

Other funds holding TAFI

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

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

CoreCap Advisors's TAFI Position: Q3 2026 in Review

CoreCap Advisors opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2026: 10,983 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings.

27 funds tracked by Wall St. Rank hold TAFI as of Q3 2026.

CoreCap Advisors held 10,983 shares of AB Tax-Aware Short Duration Municipal ETF worth $270K as of Q3 2026.
AB Tax-Aware Short Duration Municipal ETF was a new CoreCap Advisors position in Q3 2026.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #746 holding.
27 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.