Cornerstone Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Cornerstone Wealth Management’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	$239K	Buy	+9,720	New	+$243K	0.01%	671

Other funds holding TAFI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cornerstone Wealth Management's TAFI Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2026: 9,720 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings.

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

Cornerstone Wealth Management held 9,720 shares of AB Tax-Aware Short Duration Municipal ETF worth $239K as of Q3 2026.
AB Tax-Aware Short Duration Municipal ETF was a new Cornerstone Wealth Management position in Q3 2026.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #671 holding.
63 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.