Great Valley Advisor Group
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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
Q2 		$602K Hold
23,440
– – 0.01% 658
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 $302B AUM 26.44% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Valley Advisor Group's TAFM Position: Q2 2026 in Review

Great Valley Advisor Group held its AB Tax-Aware Intermediate Municipal ETF (TAFM) position steady in Q2 2026 at 23,440 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #658.

Great Valley Advisor Group first reported a position in TAFM in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Great Valley Advisor Group held 23,440 shares of AB Tax-Aware Intermediate Municipal ETF worth $602K as of Q2 2026.
  • Great Valley Advisor Group left its AB Tax-Aware Intermediate Municipal ETF share count unchanged in Q2 2026.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #658 holding.
  • Great Valley Advisor Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.