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Legacy Capital Wealth Partners’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Legacy Capital Wealth Partners’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 		$891K Sell
34,713
-8,585
-20% -$219K 0.17% 118
2026
Q1 		$1.1M Buy
43,298
+5,993
+16% +$153K 0.23% 99
2025
Q4 		$948K Buy
37,305
+24,880
+200% +$635K 0.2% 100
2025
Q3 		$316K Buy
+12,425
New +$309K 0.07% 302

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Capital Wealth Partners's TAFM Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 20% in Q2 2026, selling an estimated $219K and leaving 34,713 shares worth $891K. The position accounts for 0.17% of the portfolio, ranked #118.

Legacy Capital Wealth Partners first reported a position in TAFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Legacy Capital Wealth Partners held 34,713 shares of AB Tax-Aware Intermediate Municipal ETF worth $891K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 8,585 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $219K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Legacy Capital Wealth Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Legacy Capital Wealth Partners's AB Tax-Aware Intermediate Municipal ETF position peaked at $1.1M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.