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

Amplius Wealth 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
2026 Q2	$2.23M	Buy	107,120 +8,889	+9%	+$183K	0.16%	51
2026 Q1	$2.01M	Buy	98,231 +10,079	+11%	+$210K	0.17%	54
2025 Q4	$1.82M	Sell	88,152 -3,533	-4%	-$72.9K	0.15%	53
2025 Q3	$1.88M	Sell	91,685 -16,785	-15%	-$338K	0.16%	54
2025 Q2	$2.18M	Buy	108,470 +11,605	+12%	+$232K	0.2%	57
2025 Q1	$1.95M	Sell	96,865 -542,583	-85%	-$11M	0.2%	55
2024 Q4	$13M	Buy	639,448 +76,940	+14%	+$1.58M	1.33%	24
2024 Q3	$11.7M	Buy	562,508 +106,395	+23%	+$2.19M	1.28%	25
2024 Q2	$9.29M	Buy	456,113 +386,915	+559%	+$7.92M	1.03%	28
2024 Q1	$1.43M	Sell	69,198 -217,861	-76%	-$4.51M	0.16%	61
2023 Q4	$5.99M	Buy	287,059 +28,138	+11%	+$561K	0.72%	32
2023 Q3	$5.05M	Buy	258,921 +38,834	+18%	+$784K	0.68%	32
2023 Q2	$4.51M	Buy	220,087 +31,875	+17%	+$654K	0.61%	32
2023 Q1	$3.88M	Sell	188,212 -4,651	-2%	-$95.5K	0.56%	30
2022 Q4	$3.89M	Buy	+192,863	New	+$3.83M	0.62%	31

Other funds holding MUST

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Amplius Wealth Advisors's MUST Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 9% in Q2 2026, buying an estimated $183K and bringing the position to 107,120 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #51.

Amplius Wealth Advisors first reported a position in MUST in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q4 2024. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Amplius Wealth Advisors held 107,120 shares of Columbia Multi-Sector Municipal Income ETF worth $2.23M as of Q2 2026.
Amplius Wealth Advisors bought 8,889 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $183K.
Columbia Multi-Sector Municipal Income ETF made up 0.16% of Amplius Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Amplius Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
Amplius Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $13M in Q4 2024.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.