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Ab Active Etfs shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ab Active Etfs by LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 967k 25.42
2025-06-30 $22M 879k 24.92
2025-03-31 $20M 812k 25.17
2024-12-31 $10M 401k 25.28

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Ab Active Etfs

Alliancebernstein
NorthRock Partners
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

View all funds holding Ab Active Etfs