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Spire Wealth Management’s AB Tax-Aware Long Municipal ETF TAFL Stock Holding History

Spire Wealth Management’s Portfolio TAFL Stock Details TAFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
13,192
– – 0.01% 647
2026
Q1 		$328K Buy
+13,192
New +$331K 0.01% 643

Other funds holding TAFL

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Spire Wealth Management's TAFL Position: Q2 2026 in Review

Spire Wealth Management held its AB Tax-Aware Long Municipal ETF (TAFL) position steady in Q2 2026 at 13,192 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #647.

Spire Wealth Management first reported a position in TAFL in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold TAFL as of Q2 2026.

  • Spire Wealth Management held 13,192 shares of AB Tax-Aware Long Municipal ETF worth $334K as of Q2 2026.
  • Spire Wealth Management left its AB Tax-Aware Long Municipal ETF share count unchanged in Q2 2026.
  • AB Tax-Aware Long Municipal ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Spire Wealth Management first reported a position in AB Tax-Aware Long Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held AB Tax-Aware Long Municipal ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.