LPL Financial
TAFM icon

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

LPL Financial’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
Q1 		$21.3M Buy
843,329
+75,030
+10% +$1.92M 0.01% 1427
2025
Q4 		$19.5M Buy
768,299
+146,268
+24% +$3.73M 0.01% 1427
2025
Q3 		$15.8M Buy
622,031
+158,748
+34% +$3.95M ﹤0.01% 1516
2025
Q2 		$11.5M Buy
463,283
+447,122
+2,767% +$11.1M ﹤0.01% 1618
2025
Q1 		$407K Buy
+16,161
New +$409K ﹤0.01% 4353

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LPL Financial's TAFM Position: Q1 2026 in Review

LPL Financial increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 9.8% in Q1 2026, buying an estimated $1.92M and bringing the position to 843,329 shares worth $21.3M. The position accounts for 0.01% of the portfolio, ranked #1427.

LPL Financial first reported a position in TAFM in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • LPL Financial held 843,329 shares of AB Tax-Aware Intermediate Municipal ETF worth $21.3M as of Q1 2026.
  • LPL Financial bought 75,030 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $1.92M.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1427 holding.
  • LPL Financial first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.