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Evolution Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Evolution Wealth Management’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,976
Closed -$75K – 869
2025
Q4 		$75K Buy
+2,976
New +$75.2K 0.06% 195

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Evolution Wealth Management's TAFI Position: Q1 2026 in Review

Evolution Wealth Management sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026, closing a stake of 2,976 shares — an estimated $75K sold.

Evolution Wealth Management first reported a position in TAFI in Q4 2025 and held it in 1 quarter. The position peaked at $75K in Q4 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Evolution Wealth Management reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 2,976 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $75K.
  • Evolution Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Evolution Wealth Management's AB Tax-Aware Short Duration Municipal ETF position peaked at $75K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.