FSM Wealth Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

FSM Wealth Advisors’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	$22.1M	Buy	860,394 +328,736	+62%	+$8.37M	2.35%	14
2026 Q1	$13.4M	Buy	531,658 +88,554	+20%	+$2.27M	1.73%	18
2025 Q4	$11.3M	Buy	443,104 +85,612	+24%	+$2.18M	1.54%	19
2025 Q3	$9.09M	Buy	357,492 +63,681	+22%	+$1.59M	1.29%	19
2025 Q2	$7.28M	Buy	293,811 +243,508	+484%	+$6.04M	1.18%	21
2025 Q1	$1.27M	Buy	+50,303	New	+$1.27M	0.28%	48

Other funds holding TAFM

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FSM Wealth Advisors's TAFM Position: Q2 2026 in Review

FSM Wealth Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 62% in Q2 2026, buying an estimated $8.37M and bringing the position to 860,394 shares worth $22.1M. The position accounts for 2.35% of the portfolio, ranked #14.

FSM Wealth Advisors first reported a position in TAFM in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

FSM Wealth Advisors held 860,394 shares of AB Tax-Aware Intermediate Municipal ETF worth $22.1M as of Q2 2026.
FSM Wealth Advisors bought 328,736 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $8.37M.
AB Tax-Aware Intermediate Municipal ETF made up 2.35% of FSM Wealth Advisors's portfolio in Q2 2026, its #14 holding.
FSM Wealth Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.