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Wealthspire Advisors (New York)’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,149
Closed -$54.6K – 2681
2025
Q3 		$54.6K Buy
+2,149
New +$53.5K ﹤0.01% 1215

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Wealthspire Advisors (New York)'s TAFM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q4 2025, closing a stake of 2,149 shares — an estimated $54.6K sold.

Wealthspire Advisors (New York) first reported a position in TAFM in Q3 2025 and held it in 1 quarter. The position peaked at $54.6K in Q3 2025. 41 funds tracked by Wall St. Rank hold TAFM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,149 AB Tax-Aware Intermediate Municipal ETF shares in Q4 2025, an estimated $54.6K.
  • Wealthspire Advisors (New York) first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AB Tax-Aware Intermediate Municipal ETF position peaked at $54.6K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.