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 Q1	$249K	Buy	+9,835	New	+$252K	﹤0.01%	3573

Other funds holding TAFM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's TAFM Position: Q1 2026 in Review

Creative Planning opened a new position in AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q1 2026: 9,835 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3573 among its holdings.

46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

Creative Planning held 9,835 shares of AB Tax-Aware Intermediate Municipal ETF worth $249K as of Q1 2026.
AB Tax-Aware Intermediate Municipal ETF was a new Creative Planning position in Q1 2026.
AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3573 holding.
46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.