Wealth Enhancement Advisory Services
TAFM icon

Wealth Enhancement Advisory Services’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-7,855
Closed -$200K – 3854
2025
Q4 		$200K Buy
+7,855
New +$200K ﹤0.01% 3269

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LPL Financial
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $74.2B AUM 21.09% 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 $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's TAFM Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q1 2026, closing a stake of 7,855 shares — an estimated $200K sold.

Wealth Enhancement Advisory Services first reported a position in TAFM in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,855 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $200K.
  • Wealth Enhancement Advisory Services first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's AB Tax-Aware Intermediate Municipal ETF position peaked at $200K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.