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

Intellus 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 Q3	$8.3M	Buy	+345,931	New	+$8.65M	0.97%	25

Other funds holding TAFM

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Intellus Advisors's TAFM Position: Q3 2026 in Review

Intellus Advisors opened a new position in AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2026: 345,931 shares worth $8.3M. The stake represents 0.97% of the portfolio and ranks #25 among its holdings.

45 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

Intellus Advisors held 345,931 shares of AB Tax-Aware Intermediate Municipal ETF worth $8.3M as of Q3 2026.
AB Tax-Aware Intermediate Municipal ETF was a new Intellus Advisors position in Q3 2026.
AB Tax-Aware Intermediate Municipal ETF made up 0.97% of Intellus Advisors's portfolio in Q3 2026, its #25 holding.
45 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

Based on Intellus Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.