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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
Q2 		$893K Buy
34,774
+1,595
+5% +$40.6K ﹤0.01% 1735
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 $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

NewEdge Advisors's TAFM Position: Q2 2026 in Review

NewEdge Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 4.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 34,774 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

NewEdge Advisors first reported a position in TAFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q3 2025. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • NewEdge Advisors held 34,774 shares of AB Tax-Aware Intermediate Municipal ETF worth $893K as of Q2 2026.
  • NewEdge Advisors bought 1,595 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $40.6K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1735 holding.
  • NewEdge Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's AB Tax-Aware Intermediate Municipal ETF position peaked at $1.92M in Q3 2025.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.