Quotient Wealth Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Quotient Wealth Partners’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 Q1	$5.95M	Buy	236,419 +115,346	+95%	+$2.92M	0.16%	44
2025 Q4	$3.05M	Sell	121,073 -53,381	-31%	-$1.35M	0.08%	63
2025 Q3	$4.42M	Sell	174,454 -4,195	-2%	-$106K	0.12%	50
2025 Q2	$4.49M	Buy	178,649 +117,756	+193%	+$2.94M	0.13%	46
2025 Q1	$1.53M	Buy	+60,893	New	+$1.53M	0.05%	88

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Quotient Wealth Partners's TAFI Position: Q1 2026 in Review

Quotient Wealth Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 95% in Q1 2026, buying an estimated $2.92M and bringing the position to 236,419 shares worth $5.95M. The position accounts for 0.16% of the portfolio, ranked #44.

Quotient Wealth Partners first reported a position in TAFI in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Quotient Wealth Partners held 236,419 shares of AB Tax-Aware Short Duration Municipal ETF worth $5.95M as of Q1 2026.
Quotient Wealth Partners bought 115,346 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $2.92M.
AB Tax-Aware Short Duration Municipal ETF made up 0.16% of Quotient Wealth Partners's portfolio in Q1 2026, its #44 holding.
Quotient Wealth Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.