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

NewEdge 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
Q1 		$839K Sell
33,179
-22,130
-40% -$566K ﹤0.01% 1608
2025
Q4 		$1.41M Sell
55,309
-20,415
-27% -$521K 0.01% 1269
2025
Q3 		$1.92M Buy
+75,724
New +$1.89M 0.01% 1033

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors's TAFM Position: Q1 2026 in Review

NewEdge Advisors reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 40% in Q1 2026, selling an estimated $566K and leaving 33,179 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

NewEdge Advisors first reported a position in TAFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q3 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • NewEdge Advisors held 33,179 shares of AB Tax-Aware Intermediate Municipal ETF worth $839K as of Q1 2026.
  • NewEdge Advisors sold 22,130 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $566K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1608 holding.
  • NewEdge Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's AB Tax-Aware Intermediate Municipal ETF position peaked at $1.92M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.