AWA
Amplius Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
108,470
+11,605
| +12% | +$233K | 0.2% | 57 |
|
|
2025
Q1 | $1.95M | Sell |
96,865
-542,583
| -85% | -$10.9M | 0.2% | 55 |
|
|
2024
Q4 | $13M | Buy |
639,448
+76,940
| +14% | +$1.56M | 1.33% | 24 |
|
|
2024
Q3 | $11.7M | Buy |
562,508
+106,395
| +23% | +$2.21M | 1.28% | 25 |
|
|
2024
Q2 | $9.29M | Buy |
456,113
+386,915
| +559% | +$7.88M | 1.03% | 28 |
|
|
2024
Q1 | $1.43M | Sell |
69,198
-217,861
| -76% | -$4.5M | 0.16% | 61 |
|
|
2023
Q4 | $5.99M | Buy |
287,059
+28,138
| +11% | +$587K | 0.72% | 32 |
|
|
2023
Q3 | $5.05M | Buy |
258,921
+38,834
| +18% | +$757K | 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% | -$95.9K | 0.56% | 30 |
|
|
2022
Q4 | $3.89M | Buy |
+192,863
| New | +$3.89M | 0.62% | 31 |
|