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Steward Partners Investment Advisory’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Steward Partners Investment Advisory’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 		$17.6M Buy
697,077
+696,077
+69,608% +$17.8M 0.09% 201
2025
Q4 		$25.4K Hold
1,000
– – ﹤0.01% 3040
2025
Q3 		$25.4K Buy
+1,000
New +$24.9K ﹤0.01% 2974

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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $83.7B AUM 27.22% 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 $424B AUM 22.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Steward Partners Investment Advisory's TAFM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 69,608% in Q1 2026, buying an estimated $17.8M and bringing the position to 697,077 shares worth $17.6M. The position accounts for 0.09% of the portfolio, ranked #201.

Steward Partners Investment Advisory first reported a position in TAFM in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Steward Partners Investment Advisory held 697,077 shares of AB Tax-Aware Intermediate Municipal ETF worth $17.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 696,077 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $17.8M.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #201 holding.
  • Steward Partners Investment Advisory first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.