Perspective Wealth Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Perspective Wealth Advisors’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
2026 Q2	$2.48M	Buy	+98,187	New	+$2.47M	1.36%	21

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perspective Wealth Advisors's TAFI Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2026: 98,187 shares worth $2.48M. The stake represents 1.36% of the portfolio and ranks #21 among its holdings.

97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Perspective Wealth Advisors held 98,187 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.48M as of Q2 2026.
AB Tax-Aware Short Duration Municipal ETF was a new Perspective Wealth Advisors position in Q2 2026.
AB Tax-Aware Short Duration Municipal ETF made up 1.36% of Perspective Wealth Advisors's portfolio in Q2 2026, its #21 holding.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.