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Atria Investments’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Atria Investments’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
Q2 		– Sell
-18,376
Closed -$462K – 2073
2025
Q1 		$462K Buy
18,376
+605
+3% +$15.3K 0.01% 1398
2024
Q4 		$449K Buy
+17,771
New +$454K 0.01% 1374

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's TAFM Position: Q2 2025 in Review

Atria Investments sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q2 2025, closing a stake of 18,376 shares — an estimated $462K sold.

Atria Investments first reported a position in TAFM in Q4 2024 and held it in 2 quarters. The position peaked at $462K in Q1 2025. 29 funds tracked by Wall St. Rank hold TAFM as of Q2 2025.

  • Atria Investments reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 18,376 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2025, an estimated $462K.
  • Atria Investments first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and held it in 2 quarters.
  • Atria Investments's AB Tax-Aware Intermediate Municipal ETF position peaked at $462K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.