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Ab Active Etfs shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Ab Active Etfs (TAFM) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 443k 25.42
2025-09-30 $9.1M 358k 25.42
2025-06-30 $7.3M 294k 24.79
2025-03-31 $1.3M 50k 25.17

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Glb Infrastr Etf (IGF)

View all positions for FSM Wealth Advisors

Top funds holding Ab Active Etfs

Alliancebernstein
LVW Advisors
LPL Financial
HighTower Advisors
FSM Wealth Advisors
Goldman Sachs Group
Branch Banking & Trust Company
Envestnet Asset Management
Americana Partners
Dynasty Wealth Management
Raymond James Financial
Ausdal Financial Partners
Advisory Resource Group
Jane Street
Leverty Financial Group

View all funds holding Ab Active Etfs