Creative Planning
TAFM icon

Creative Planning’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Creative Planning’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 		$253K Hold
9,835
– – ﹤0.01% 3705
2026
Q1 		$249K Buy
+9,835
New +$252K ﹤0.01% 3573

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Creative Planning's TAFM Position: Q2 2026 in Review

Creative Planning held its AB Tax-Aware Intermediate Municipal ETF (TAFM) position steady in Q2 2026 at 9,835 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

Creative Planning first reported a position in TAFM in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Creative Planning held 9,835 shares of AB Tax-Aware Intermediate Municipal ETF worth $253K as of Q2 2026.
  • Creative Planning left its AB Tax-Aware Intermediate Municipal ETF share count unchanged in Q2 2026.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3705 holding.
  • Creative Planning first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.