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MAI Capital Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

MAI Capital Management’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 		$1.22M Buy
47,368
+4,453
+10% +$113K ﹤0.01% 882
2026
Q1 		$1.09M Buy
+42,915
New +$1.1M 0.01% 744

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

MAI Capital Management's TAFM Position: Q2 2026 in Review

MAI Capital Management increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 10% in Q2 2026, buying an estimated $113K and bringing the position to 47,368 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #882.

MAI Capital Management first reported a position in TAFM in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • MAI Capital Management held 47,368 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.22M as of Q2 2026.
  • MAI Capital Management bought 4,453 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $113K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #882 holding.
  • MAI Capital Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.