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Financial Insights’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Financial Insights’s Portfolio TAFL Stock Details TAFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,074
Closed -$247K – 146
2025
Q2 		$247K Buy
+10,074
New +$245K 0.09% 108

Other funds holding TAFL

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HCA
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ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Insights's TAFL Position: Q3 2025 in Review

Financial Insights sold out of AB Tax-Aware Long Municipal ETF (TAFL) in Q3 2025, closing a stake of 10,074 shares — an estimated $247K sold.

Financial Insights first reported a position in TAFL in Q2 2025 and held it in 1 quarter. The position peaked at $247K in Q2 2025. 14 funds tracked by Wall St. Rank hold TAFL as of Q3 2025.

  • Financial Insights reported no remaining AB Tax-Aware Long Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Insights sold 10,074 AB Tax-Aware Long Municipal ETF shares in Q3 2025, an estimated $247K.
  • Financial Insights first reported a position in AB Tax-Aware Long Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Financial Insights's AB Tax-Aware Long Municipal ETF position peaked at $247K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q3 2025.

Based on Financial Insights's 13F filing for Q3 2025, filed 1 Apr 2026.