LVW Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

LVW Advisors’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	$27M	Buy	1,050,870 +73,711	+8%	+$1.88M	2.33%	11
2026 Q1	$24.7M	Sell	977,159 -28,710	-3%	-$734K	2.35%	10
2025 Q4	$25.6M	Buy	1,005,869 +38,423	+4%	+$980K	2.59%	12
2025 Q3	$24.6M	Buy	967,446 +88,135	+10%	+$2.2M	2.51%	11
2025 Q2	$21.9M	Buy	879,311 +67,464	+8%	+$1.67M	2.39%	11
2025 Q1	$20.4M	Buy	811,847 +410,670	+102%	+$10.4M	2.44%	10
2024 Q4	$10.1M	Buy	+401,177	New	+$10.2M	1.22%	15

Other funds holding TAFM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

LVW Advisors's TAFM Position: Q2 2026 in Review

LVW Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 7.5% in Q2 2026, buying an estimated $1.88M and bringing the position to 1,050,870 shares worth $27M. The position accounts for 2.33% of the portfolio, ranked #11.

LVW Advisors first reported a position in TAFM in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

LVW Advisors held 1,050,870 shares of AB Tax-Aware Intermediate Municipal ETF worth $27M as of Q2 2026.
LVW Advisors bought 73,711 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $1.88M.
AB Tax-Aware Intermediate Municipal ETF made up 2.33% of LVW Advisors's portfolio in Q2 2026, its #11 holding.
LVW Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.