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Sagespring Wealth Partners’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Sagespring Wealth Partners’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 		$1.59M Buy
62,103
+30,123
+94% +$767K 0.02% 256
2026
Q1 		$809K Buy
31,980
+21,759
+213% +$557K 0.01% 379
2025
Q4 		$260K Buy
+10,221
New +$261K ﹤0.01% 672

Other funds holding TAFM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sagespring Wealth Partners's TAFM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 94% in Q2 2026, buying an estimated $767K and bringing the position to 62,103 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #256.

Sagespring Wealth Partners first reported a position in TAFM in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Sagespring Wealth Partners held 62,103 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.59M as of Q2 2026.
  • Sagespring Wealth Partners bought 30,123 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $767K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Sagespring Wealth Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.