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

Dynasty 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
Q1 		$4.31M Sell
170,335
-4,821
-3% -$123K 0.04% 83
2025
Q4 		$4.45M Buy
175,156
+2,311
+1% +$58.9K 0.04% 91
2025
Q3 		$4.39M Buy
+172,845
New +$4.31M 0.06% 76

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
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
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynasty Wealth Management's TAFM Position: Q1 2026 in Review

Dynasty Wealth Management reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 2.8% in Q1 2026, selling an estimated $123K and leaving 170,335 shares worth $4.31M. The position accounts for 0.04% of the portfolio, ranked #83.

Dynasty Wealth Management first reported a position in TAFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.45M in Q4 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Dynasty Wealth Management held 170,335 shares of AB Tax-Aware Intermediate Municipal ETF worth $4.31M as of Q1 2026.
  • Dynasty Wealth Management sold 4,821 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $123K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.04% of Dynasty Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Dynasty Wealth Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's AB Tax-Aware Intermediate Municipal ETF position peaked at $4.45M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.