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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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McAdam LLC's TAFL Position: Q3 2025 in Review

McAdam LLC sold out of AB Tax-Aware Long Municipal ETF (TAFL) in Q3 2025, closing a stake of 103,368 shares — an estimated $2.53M sold.

McAdam LLC first reported a position in TAFL in Q2 2025 and held it in 1 quarter. The position peaked at $2.53M in Q2 2025. 14 funds tracked by Wall St. Rank hold TAFL as of Q3 2025.

  • McAdam LLC reported no remaining AB Tax-Aware Long Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • McAdam LLC sold 103,368 AB Tax-Aware Long Municipal ETF shares in Q3 2025, an estimated $2.53M.
  • McAdam LLC first reported a position in AB Tax-Aware Long Municipal ETF in Q2 2025 and held it in 1 quarter.
  • McAdam LLC's AB Tax-Aware Long Municipal ETF position peaked at $2.53M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.