IFP Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

IFP Advisors’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 Q3	–	Sell	-1,000	Closed	-$12.2K	–	4934
2025 Q2	$12.2K	Buy	+1,000	New	+$11.4K	﹤0.01%	2806
2023 Q1	–	Sell	-19	Closed	-$1K	–	4335
2022 Q4	$1K	Sell	19 -6	-24%	-$80	﹤0.01%	4483
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	4684
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	4454
2022 Q1	$1K	Buy	+25	New	+$371	﹤0.01%	4452

Other funds holding TEAF

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

TJHA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

IFP Advisors's TEAF Position: Q3 2025 in Review

IFP Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2025, closing a stake of 1,000 shares — an estimated $12.2K sold.

IFP Advisors first reported a position in TEAF in Q1 2022 and held it in 5 quarters. The position peaked at $12.2K in Q2 2025. 49 funds tracked by Wall St. Rank hold TEAF as of Q3 2025.

IFP Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 1,000 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2025, an estimated $12.2K.
IFP Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2022 and held it in 5 quarters.
IFP Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $12.2K in Q2 2025.
49 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.