HighTower Advisors
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HighTower Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

HighTower Advisors’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
Q1 		$6.78M Buy
269,348
+258,953
+2,491% +$6.56M 0.01% 1049
2025
Q4 		$262K Hold
10,395
– – ﹤0.01% 3159
2025
Q3 		$263K Buy
10,395
+1,600
+18% +$40.3K ﹤0.01% 3153
2025
Q2 		$221K Buy
+8,795
New +$220K ﹤0.01% 3198

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

HighTower Advisors's TAFI Position: Q1 2026 in Review

HighTower Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 2,491% in Q1 2026, buying an estimated $6.56M and bringing the position to 269,348 shares worth $6.78M. The position accounts for 0.01% of the portfolio, ranked #1049.

HighTower Advisors first reported a position in TAFI in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • HighTower Advisors held 269,348 shares of AB Tax-Aware Short Duration Municipal ETF worth $6.78M as of Q1 2026.
  • HighTower Advisors bought 258,953 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $6.56M.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1049 holding.
  • HighTower Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.