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Private Advisor Group’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Private Advisor Group’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 		$1.85M Buy
73,148
+11,821
+19% +$302K 0.01% 1094
2025
Q4 		$1.56M Buy
61,327
+2,883
+5% +$73.5K 0.01% 1149
2025
Q3 		$1.49M Buy
58,444
+11,867
+25% +$296K 0.01% 1149
2025
Q2 		$1.16M Buy
+46,577
New +$1.16M 0.01% 1230

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

Private Advisor Group's TAFM Position: Q1 2026 in Review

Private Advisor Group increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 19% in Q1 2026, buying an estimated $302K and bringing the position to 73,148 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #1094.

Private Advisor Group first reported a position in TAFM in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Private Advisor Group held 73,148 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.85M as of Q1 2026.
  • Private Advisor Group bought 11,821 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $302K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1094 holding.
  • Private Advisor Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.