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Great Valley Advisor Group’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Great Valley Advisor Group’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 		$593K Hold
23,440
– – 0.01% 633
2025
Q4 		$596K Buy
+23,440
New +$598K 0.01% 585

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Valley Advisor Group's TAFM Position: Q1 2026 in Review

Great Valley Advisor Group held its AB Tax-Aware Intermediate Municipal ETF (TAFM) position steady in Q1 2026 at 23,440 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #633.

Great Valley Advisor Group first reported a position in TAFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $596K in Q4 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Great Valley Advisor Group held 23,440 shares of AB Tax-Aware Intermediate Municipal ETF worth $593K as of Q1 2026.
  • Great Valley Advisor Group left its AB Tax-Aware Intermediate Municipal ETF share count unchanged in Q1 2026.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #633 holding.
  • Great Valley Advisor Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's AB Tax-Aware Intermediate Municipal ETF position peaked at $596K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.