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 Q2	$2.43M	Buy	94,775 +21,627	+30%	+$551K	0.01%	927
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Advisor Group's TAFM Position: Q2 2026 in Review

Private Advisor Group increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 30% in Q2 2026, buying an estimated $551K and bringing the position to 94,775 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #927.

Private Advisor Group first reported a position in TAFM in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Private Advisor Group held 94,775 shares of AB Tax-Aware Intermediate Municipal ETF worth $2.43M as of Q2 2026.
Private Advisor Group bought 21,627 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $551K.
AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #927 holding.
Private Advisor Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.