HighTower Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

HighTower Advisors’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	$14.5M	Sell	565,447 -35,568	-6%	-$906K	0.01%	774
2026 Q1	$15.2M	Buy	601,015 +45,413	+8%	+$1.16M	0.02%	715
2025 Q4	$14.1M	Buy	555,602 +5,009	+0.9%	+$128K	0.02%	735
2025 Q3	$14M	Buy	550,593 +5,838	+1%	+$145K	0.02%	725
2025 Q2	$13.6M	Buy	544,755 +10,190	+2%	+$253K	0.02%	691
2025 Q1	$13.5M	Buy	534,565 +87,580	+20%	+$2.22M	0.02%	655
2024 Q4	$11.3M	Buy	+446,985	New	+$11.4M	0.02%	707

Other funds holding TAFM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors's TAFM Position: Q2 2026 in Review

HighTower Advisors reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 5.9% in Q2 2026, selling an estimated $906K and leaving 565,447 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #774.

HighTower Advisors first reported a position in TAFM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q1 2026. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

HighTower Advisors held 565,447 shares of AB Tax-Aware Intermediate Municipal ETF worth $14.5M as of Q2 2026.
HighTower Advisors sold 35,568 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $906K.
AB Tax-Aware Intermediate Municipal ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #774 holding.
HighTower Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's AB Tax-Aware Intermediate Municipal ETF position peaked at $15.2M in Q1 2026.
51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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