Cornerstone Wealth Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Cornerstone Wealth Management’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 Q3	$284K	Buy	+11,825	New	+$296K	0.01%	623

Other funds holding TAFM

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

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

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

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

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ARG

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

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2026: 11,825 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings.

25 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

Cornerstone Wealth Management held 11,825 shares of AB Tax-Aware Intermediate Municipal ETF worth $284K as of Q3 2026.
AB Tax-Aware Intermediate Municipal ETF was a new Cornerstone Wealth Management position in Q3 2026.
AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #623 holding.
25 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

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