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 Q3	$5.71M	Buy	238,217 +163,099	+217%	+$4.08M	1.04%	14
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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Leverty Financial Group's TAFM Position: Q3 2026 in Review

Leverty Financial Group increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 217% in Q3 2026, buying an estimated $4.08M and bringing the position to 238,217 shares worth $5.71M. The position accounts for 1.04% of the portfolio, ranked #14.

Leverty Financial Group first reported a position in TAFM in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.08M in Q2 2025. 25 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

Leverty Financial Group held 238,217 shares of AB Tax-Aware Intermediate Municipal ETF worth $5.71M as of Q3 2026.
Leverty Financial Group bought 163,099 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2026, an estimated $4.08M.
AB Tax-Aware Intermediate Municipal ETF made up 1.04% of Leverty Financial Group's portfolio in Q3 2026, its #14 holding.
Leverty Financial Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 7 quarters since.
Leverty Financial Group's AB Tax-Aware Intermediate Municipal ETF position peaked at $8.08M in Q2 2025.
25 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.