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AlphaQ Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

AlphaQ Advisors’s Portfolio MUST Stock Details MUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-499,146
Closed -$10.3M – 124
2024
Q1 		$10.3M Buy
499,146
+89,900
+22% +$1.86M 6.21% 1
2023
Q4 		$8.54M Buy
409,246
+53,318
+15% +$1.06M 5.93% 1
2023
Q3 		$6.94M Sell
355,928
-39,175
-10% -$791K 6.02% 1
2023
Q2 		$8.1M Sell
395,103
-5,415
-1% -$111K 5.97% 1
2023
Q1 		$8.26M Buy
400,518
+62,370
+18% +$1.28M 7.02% 1
2022
Q4 		$6.82M Buy
+338,148
New +$6.71M 5.9% 1

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

AlphaQ Advisors's MUST Position: Q2 2024 in Review

AlphaQ Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2024, closing a stake of 499,146 shares — an estimated $10.3M sold.

AlphaQ Advisors first reported a position in MUST in Q4 2022 and held it in 6 quarters. The position peaked at $10.3M in Q1 2024. 70 funds tracked by Wall St. Rank hold MUST as of Q2 2024.

  • AlphaQ Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • AlphaQ Advisors sold 499,146 Columbia Multi-Sector Municipal Income ETF shares in Q2 2024, an estimated $10.3M.
  • AlphaQ Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and held it in 6 quarters.
  • AlphaQ Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $10.3M in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.