McAdam LLC’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

McAdam LLC’s Portfolio TAFL Stock Details TAFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$680K	Buy	+29,090	New	+$715K	0.03%	228
2025 Q3	–	Sell	-103,368	Closed	-$2.53M	–	408
2025 Q2	$2.53M	Buy	+103,368	New	+$2.52M	0.14%	80

Other funds holding TAFL

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

McAdam LLC's TAFL Position: Q3 2026 in Review

McAdam LLC opened a new position in AB Tax-Aware Long Municipal ETF (TAFL) in Q3 2026: 29,090 shares worth $680K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings. This is a return to the name: McAdam LLC previously reported a position in TAFL as recently as Q2 2025.

McAdam LLC first reported a position in TAFL in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.53M in Q2 2025. 5 funds tracked by Wall St. Rank hold TAFL as of Q3 2026.

McAdam LLC held 29,090 shares of AB Tax-Aware Long Municipal ETF worth $680K as of Q3 2026.
AB Tax-Aware Long Municipal ETF was a new McAdam LLC position in Q3 2026.
AB Tax-Aware Long Municipal ETF made up 0.03% of McAdam LLC's portfolio in Q3 2026, its #228 holding.
McAdam LLC first reported a position in AB Tax-Aware Long Municipal ETF in Q2 2025 and has held it in 2 quarters since.
McAdam LLC's AB Tax-Aware Long Municipal ETF position peaked at $2.53M in Q2 2025.
5 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.