Wealth Enhancement Advisory Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$1.31M	Sell	52,122 -1,978	-4%	-$49.8K	﹤0.01%	1871
2026 Q1	$1.36M	Sell	54,100 -3,060	-5%	-$77.5K	﹤0.01%	1611
2025 Q4	$1.44M	Buy	57,160 +24,499	+75%	+$619K	﹤0.01%	1723
2025 Q3	$826K	Sell	32,661 -53,114	-62%	-$1.34M	﹤0.01%	1988
2025 Q2	$2.15M	Buy	85,775 +22,340	+35%	+$558K	﹤0.01%	1321
2025 Q1	$1.59M	Sell	63,435 -28,080	-31%	-$704K	﹤0.01%	1365
2024 Q4	$2.28M	Buy	91,515 +125	+0.1%	+$3.14K	﹤0.01%	1114
2024 Q3	$2.31M	Sell	91,390 -23,434	-20%	-$589K	0.01%	986
2024 Q2	$2.87M	Sell	114,824 -1,010	-0.9%	-$25.2K	0.01%	866
2024 Q1	$2.91M	Sell	115,834 -24,215	-17%	-$608K	0.01%	820
2023 Q4	$3.53M	Sell	140,049 -13,210	-9%	-$327K	0.01%	708
2023 Q3	$3.77M	Buy	+153,259	New	+$3.81M	0.01%	652

Other funds holding TAFI

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's TAFI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 3.7% in Q2 2026, selling an estimated $49.8K and leaving 52,122 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Wealth Enhancement Advisory Services first reported a position in TAFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.77M in Q3 2023. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Wealth Enhancement Advisory Services held 52,122 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.31M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,978 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $49.8K.
AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1871 holding.
Wealth Enhancement Advisory Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's AB Tax-Aware Short Duration Municipal ETF position peaked at $3.77M in Q3 2023.
39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.