Heck Capital Advisors’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Heck Capital Advisors’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
2026 Q2	$3.5M	Buy	138,037 +807	+0.6%	+$20.2K	0.21%	73
2026 Q1	$3.41M	Buy	137,230 +1,153	+0.8%	+$28.9K	0.25%	62
2025 Q4	$3.41M	Buy	136,077 +51,994	+62%	+$1.31M	0.25%	63
2025 Q3	$2.1M	Buy	+84,083	New	+$2.05M	0.16%	78

Other funds holding TAFL

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CSP

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Heck Capital Advisors's TAFL Position: Q2 2026 in Review

Heck Capital Advisors increased its AB Tax-Aware Long Municipal ETF (TAFL) stake by 0.59% in Q2 2026, buying an estimated $20.2K and bringing the position to 138,037 shares worth $3.5M. The position accounts for 0.21% of the portfolio, ranked #73.

Heck Capital Advisors first reported a position in TAFL in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

Heck Capital Advisors held 138,037 shares of AB Tax-Aware Long Municipal ETF worth $3.5M as of Q2 2026.
Heck Capital Advisors bought 807 AB Tax-Aware Long Municipal ETF shares in Q2 2026, an estimated $20.2K.
AB Tax-Aware Long Municipal ETF made up 0.21% of Heck Capital Advisors's portfolio in Q2 2026, its #73 holding.
Heck Capital Advisors first reported a position in AB Tax-Aware Long Municipal ETF in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.