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Hapanowicz & Associates Financial Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Hapanowicz & Associates Financial Services’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
Q2 		$248K Hold
9,827
– – 0.08% 32
2026
Q1 		$247K Buy
+9,827
New +$249K 0.1% 30

Other funds holding TAFI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hapanowicz & Associates Financial Services's TAFI Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services held its AB Tax-Aware Short Duration Municipal ETF (TAFI) position steady in Q2 2026 at 9,827 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #32.

Hapanowicz & Associates Financial Services first reported a position in TAFI in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 9,827 shares of AB Tax-Aware Short Duration Municipal ETF worth $248K as of Q2 2026.
  • Hapanowicz & Associates Financial Services left its AB Tax-Aware Short Duration Municipal ETF share count unchanged in Q2 2026.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.08% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #32 holding.
  • Hapanowicz & Associates Financial Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.