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Kestra Private Wealth Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Kestra Private Wealth Services’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 		$6.9M Buy
273,525
+117,525
+75% +$2.96M 0.08% 266
2026
Q1 		$3.93M Buy
+156,000
New +$3.95M 0.05% 379

Other funds holding TAFI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Kestra Private Wealth Services's TAFI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 75% in Q2 2026, buying an estimated $2.96M and bringing the position to 273,525 shares worth $6.9M. The position accounts for 0.08% of the portfolio, ranked #266.

Kestra Private Wealth Services first reported a position in TAFI in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Kestra Private Wealth Services held 273,525 shares of AB Tax-Aware Short Duration Municipal ETF worth $6.9M as of Q2 2026.
  • Kestra Private Wealth Services bought 117,525 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $2.96M.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #266 holding.
  • Kestra Private Wealth Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.