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

Envestnet 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
Q1 		$7.11M Buy
281,262
+165,173
+142% +$4.23M ﹤0.01% 2065
2025
Q4 		$2.95M Sell
116,089
-109,451
-49% -$2.79M ﹤0.01% 2544
2025
Q3 		$5.73M Buy
225,540
+18,402
+9% +$458K ﹤0.01% 2138
2025
Q2 		$5.16M Buy
207,138
+174,300
+531% +$4.33M ﹤0.01% 2181
2025
Q1 		$826K Buy
32,838
+23,597
+255% +$598K ﹤0.01% 3318
2024
Q4 		$234K Buy
+9,241
New +$236K ﹤0.01% 4018

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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Envestnet Asset Management's TAFM Position: Q1 2026 in Review

Envestnet Asset Management increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 142% in Q1 2026, buying an estimated $4.23M and bringing the position to 281,262 shares worth $7.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Envestnet Asset Management first reported a position in TAFM in Q4 2024 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Envestnet Asset Management held 281,262 shares of AB Tax-Aware Intermediate Municipal ETF worth $7.11M as of Q1 2026.
  • Envestnet Asset Management bought 165,173 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $4.23M.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2065 holding.
  • Envestnet Asset Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.