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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
Q2 		$4.65M Buy
181,260
+10,925
+6% +$278K 0.03% 87
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 $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

Dynasty Wealth Management's TAFM Position: Q2 2026 in Review

Dynasty Wealth Management increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 6.4% in Q2 2026, buying an estimated $278K and bringing the position to 181,260 shares worth $4.65M. The position accounts for 0.03% of the portfolio, ranked #87.

Dynasty Wealth Management first reported a position in TAFM in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Dynasty Wealth Management held 181,260 shares of AB Tax-Aware Intermediate Municipal ETF worth $4.65M as of Q2 2026.
  • Dynasty Wealth Management bought 10,925 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $278K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Dynasty Wealth Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.