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 Q2	$7.87M	Buy	312,151 +42,803	+16%	+$1.08M	0.01%	1032
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors's TAFI Position: Q2 2026 in Review

HighTower Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 16% in Q2 2026, buying an estimated $1.08M and bringing the position to 312,151 shares worth $7.87M. The position accounts for 0.01% of the portfolio, ranked #1032.

HighTower Advisors first reported a position in TAFI in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

HighTower Advisors held 312,151 shares of AB Tax-Aware Short Duration Municipal ETF worth $7.87M as of Q2 2026.
HighTower Advisors bought 42,803 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $1.08M.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1032 holding.
HighTower Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.