N.E.W. Advisory Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

N.E.W. Advisory Services’s Portfolio TAFI Stock Details TAFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,295	Closed	-$229K	–	166
2023 Q3	$229K	Buy	+9,295	New	+$231K	0.03%	140

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

N.E.W. Advisory Services's TAFI Position: Q4 2023 in Review

N.E.W. Advisory Services sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q4 2023, closing a stake of 9,295 shares — an estimated $229K sold.

N.E.W. Advisory Services first reported a position in TAFI in Q3 2023 and held it in 1 quarter. The position peaked at $229K in Q3 2023. 31 funds tracked by Wall St. Rank hold TAFI as of Q4 2023.

N.E.W. Advisory Services reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q4 2023 after selling out during the quarter.
N.E.W. Advisory Services sold 9,295 AB Tax-Aware Short Duration Municipal ETF shares in Q4 2023, an estimated $229K.
N.E.W. Advisory Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2023 and held it in 1 quarter.
N.E.W. Advisory Services's AB Tax-Aware Short Duration Municipal ETF position peaked at $229K in Q3 2023.
31 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q4 2023.

Based on N.E.W. Advisory Services's 13F filing for Q4 2023, filed 6 Feb 2024.