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Cresset Asset Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Cresset Asset 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
Q2 		$2.46M Sell
95,719
-35,544
-27% -$905K 0.01% 609
2026
Q1 		$3.32M Buy
+131,263
New +$3.36M 0.01% 451

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

Cresset Asset Management's TAFM Position: Q2 2026 in Review

Cresset Asset Management reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 27% in Q2 2026, selling an estimated $905K and leaving 95,719 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #609.

Cresset Asset Management first reported a position in TAFM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.32M in Q1 2026. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Cresset Asset Management held 95,719 shares of AB Tax-Aware Intermediate Municipal ETF worth $2.46M as of Q2 2026.
  • Cresset Asset Management sold 35,544 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $905K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #609 holding.
  • Cresset Asset Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Cresset Asset Management's AB Tax-Aware Intermediate Municipal ETF position peaked at $3.32M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.