TAFM β€” AB ACTIVE ETFS INC

Ownership history in Leverty Financial Group, LLC  Β·  5 quarters on record

AI Ownership Summary

Leverty Financial Group, LLC reported AB ACTIVE ETFS INC (TAFM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 3.23% in 2025 Q1. The latest visible filing shows TAFM at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leverty Financial Group, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TAFM was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Leverty Financial Group, LLC held TAFM β€” position size vs. price
% of Fund (quarterly)    TAFM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 56,182 -36,092 -39.1% 0.31% $1.4M 2026-04-09 $25.47
2025 Q4 ADDED 92,274 +83,692 +975.2% 0.56% $2.3M 2026-01-09 $25.38
2025 Q3 REDUCED 8,582 -315,590 -97.4% 0.06% $218K 2025-10-08 $24.86
2025 Q2 ADDED 324,172 +10,666 +3.4% 2.41% $8.1M 2025-07-17 $23.93
2025 Q1 INITIATED 313,506 β€” β€” 3.23% $7.9M 2025-04-10 $24.17

🏒 Other funds also holding TAFM

As of 2026 Q1 β€” sorted by position size

BOS Asset Management, LLC 3Y 0.05%

FAQ About Leverty Financial Group, LLC and TAFM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leverty Financial Group, LLC reported owning TAFM?

Leverty Financial Group, LLC reported TAFM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TAFM position in Leverty Financial Group, LLC's portfolio?

The largest reported portfolio weight for TAFM was 3.23% in 2025 Q1.

What is the latest reported TAFM position on this page?

The most recent filing on this page is 2026 Q1, when Leverty Financial Group, LLC reported 56,182 shares, equal to 0.31% of portfolio, with an estimated market value of $1.4M.

What does the chart on this TAFM ownership page compare?

The chart compares Leverty Financial Group, LLC's quarterly TAFM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Leverty Financial Group, LLC Holdings