Kingsview Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Kingsview Wealth Management’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	$384K	Sell	15,250 -3,000	-16%	-$76K	0.01%	983
2025 Q4	$460K	Sell	18,250 -1,400	-7%	-$35.4K	0.01%	870
2025 Q3	$498K	Hold	19,650	–	–	0.01%	802
2025 Q2	$493K	Sell	19,650 -900	-4%	-$22.5K	0.01%	774
2025 Q1	$516K	Hold	20,550	–	–	0.01%	715
2024 Q4	$513K	Sell	20,550 -2,000	-9%	-$50.3K	0.01%	728
2024 Q3	$571K	Hold	22,550	–	–	0.01%	671
2024 Q2	$563K	Hold	22,550	–	–	0.01%	648
2024 Q1	$566K	Sell	22,550 -7,125	-24%	-$179K	0.01%	636
2023 Q4	$747K	Buy	29,675 +5,225	+21%	+$129K	0.02%	546
2023 Q3	$601K	Buy	24,450 +2,950	+14%	+$73.3K	0.02%	566
2023 Q2	$537K	Buy	21,500 +4,000	+23%	+$100K	0.02%	569
2023 Q1	$440K	Buy	17,500 +1,000	+6%	+$25.1K	0.02%	614
2022 Q4	$412K	Buy	+16,500	New	+$409K	0.02%	566

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kingsview Wealth Management's TAFI Position: Q1 2026 in Review

Kingsview Wealth Management reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 16% in Q1 2026, selling an estimated $76K and leaving 15,250 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #983.

Kingsview Wealth Management first reported a position in TAFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $747K in Q4 2023. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Kingsview Wealth Management held 15,250 shares of AB Tax-Aware Short Duration Municipal ETF worth $384K as of Q1 2026.
Kingsview Wealth Management sold 3,000 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $76K.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #983 holding.
Kingsview Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2022 and has held it in 14 quarters since.
Kingsview Wealth Management's AB Tax-Aware Short Duration Municipal ETF position peaked at $747K in Q4 2023.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.