Atria Wealth Solutions’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Atria Wealth Solutions’s Portfolio TEAF Stock Details TEAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$158K	Sell	12,923 -552	-4%	-$6.32K	﹤0.01%	1409
2025 Q1	$153K	Buy	13,475 +133	+1%	+$1.59K	﹤0.01%	1758
2024 Q4	$160K	Buy	13,342 +122	+0.9%	+$1.55K	﹤0.01%	1863
2024 Q3	$173K	Sell	13,220 -629	-5%	-$7.75K	﹤0.01%	1814
2024 Q2	$159K	Buy	13,849 +1,368	+11%	+$15.9K	﹤0.01%	1817
2024 Q1	$147K	Buy	12,481 +124	+1%	+$1.42K	﹤0.01%	1856
2023 Q4	$145K	Sell	12,357 -2,169	-15%	-$25.4K	﹤0.01%	1827
2023 Q3	$174K	Buy	14,526 +109	+0.8%	+$1.37K	﹤0.01%	1731
2023 Q2	$180K	Buy	14,417 +978	+7%	+$12.5K	﹤0.01%	1723
2023 Q1	$174K	Buy	13,439 +1,660	+14%	+$21.6K	﹤0.01%	1700
2022 Q4	$151K	Buy	+11,779	New	+$156K	﹤0.01%	1657

Other funds holding TEAF

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

PAG

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's TEAF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ecofin Sustainable & Social Impact Term Fund (TEAF) stake by 4.1% in Q2 2025, selling an estimated $6.32K and leaving 12,923 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Atria Wealth Solutions first reported a position in TEAF in Q4 2022 and has held it in 11 quarters since. The position peaked at $180K in Q2 2023. 50 funds tracked by Wall St. Rank hold TEAF as of Q2 2025.

Atria Wealth Solutions held 12,923 shares of Ecofin Sustainable & Social Impact Term Fund worth $158K as of Q2 2025.
Atria Wealth Solutions sold 552 Ecofin Sustainable & Social Impact Term Fund shares in Q2 2025, an estimated $6.32K.
Ecofin Sustainable & Social Impact Term Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1409 holding.
Atria Wealth Solutions first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Ecofin Sustainable & Social Impact Term Fund position peaked at $180K in Q2 2023.
50 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.