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Old Mission Capital’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Old Mission Capital’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 		– Sell
-19,701
Closed -$498K – 1331
2026
Q1 		$498K Buy
19,701
+4,293
+28% +$110K 0.01% 725
2025
Q4 		$392K Buy
+15,408
New +$393K 0.01% 764

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

Old Mission Capital's TAFM Position: Q2 2026 in Review

Old Mission Capital sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q2 2026, closing a stake of 19,701 shares — an estimated $498K sold.

Old Mission Capital first reported a position in TAFM in Q4 2025 and held it in 2 quarters. The position peaked at $498K in Q1 2026. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Old Mission Capital reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Old Mission Capital sold 19,701 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $498K.
  • Old Mission Capital first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and held it in 2 quarters.
  • Old Mission Capital's AB Tax-Aware Intermediate Municipal ETF position peaked at $498K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.