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PMG Wealth Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

PMG Wealth Management’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 		$1.11M Buy
43,350
+24,800
+134% +$632K 0.69% 28
2026
Q1 		$468K Buy
+18,550
New +$475K 0.34% 44

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NorthRock Partners
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
Steward Partners Investment Advisory
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 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PMG Wealth Management's TAFM Position: Q2 2026 in Review

PMG Wealth Management increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 134% in Q2 2026, buying an estimated $632K and bringing the position to 43,350 shares worth $1.11M. The position accounts for 0.69% of the portfolio, ranked #28.

PMG Wealth Management first reported a position in TAFM in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • PMG Wealth Management held 43,350 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.11M as of Q2 2026.
  • PMG Wealth Management bought 24,800 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $632K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.69% of PMG Wealth Management's portfolio in Q2 2026, its #28 holding.
  • PMG Wealth Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.