Leverty Financial Group’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Leverty Financial Group’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	$1.93M	Buy	75,118 +18,936	+34%	+$482K	0.38%	18
2026 Q1	$1.42M	Sell	56,182 -36,092	-39%	-$923K	0.31%	18
2025 Q4	$2.35M	Buy	92,274 +83,692	+975%	+$2.13M	0.56%	13
2025 Q3	$218K	Sell	8,582 -315,590	-97%	-$7.86M	0.06%	40
2025 Q2	$8.08M	Buy	324,172 +10,666	+3%	+$265K	2.41%	7
2025 Q1	$7.89M	Buy	+313,506	New	+$7.94M	3.23%	5

Other funds holding TAFM

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Leverty Financial Group's TAFM Position: Q2 2026 in Review

Leverty Financial Group increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 34% in Q2 2026, buying an estimated $482K and bringing the position to 75,118 shares worth $1.93M. The position accounts for 0.38% of the portfolio, ranked #18.

Leverty Financial Group first reported a position in TAFM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.08M in Q2 2025. 6 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Leverty Financial Group held 75,118 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.93M as of Q2 2026.
Leverty Financial Group bought 18,936 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $482K.
AB Tax-Aware Intermediate Municipal ETF made up 0.38% of Leverty Financial Group's portfolio in Q2 2026, its #18 holding.
Leverty Financial Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Leverty Financial Group's AB Tax-Aware Intermediate Municipal ETF position peaked at $8.08M in Q2 2025.
6 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.