Atria Investments’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Atria Investments’s Portfolio TAFI Stock Details TAFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Buy	16,354 +382	+2%	+$9.62K	﹤0.01%	1629
2026 Q1	$402K	Sell	15,972 -369,984	-96%	-$9.37M	﹤0.01%	1566
2025 Q4	$9.73M	Sell	385,956 -38,861	-9%	-$982K	0.11%	199
2025 Q3	$10.8M	Buy	424,817 +2,369	+0.6%	+$59.7K	0.12%	176
2025 Q2	$10.6M	Buy	422,448 +44,718	+12%	+$1.12M	0.13%	178
2025 Q1	$9.48M	Buy	377,730 +215,108	+132%	+$5.4M	0.12%	194
2024 Q4	$4.06M	Buy	+162,622	New	+$4.09M	0.05%	422

Other funds holding TAFI

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments's TAFI Position: Q2 2026 in Review

Atria Investments increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 2.4% in Q2 2026, buying an estimated $9.62K and bringing the position to 16,354 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Atria Investments first reported a position in TAFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q3 2025. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Atria Investments held 16,354 shares of AB Tax-Aware Short Duration Municipal ETF worth $412K as of Q2 2026.
Atria Investments bought 382 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $9.62K.
AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1629 holding.
Atria Investments first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Atria Investments's AB Tax-Aware Short Duration Municipal ETF position peaked at $10.8M in Q3 2025.
39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.