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Atria Wealth Solutions’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-11,044
Closed -$223K – 1819
2022
Q2 		$223K Buy
11,044
+1,250
+13% +$25.4K ﹤0.01% 1390
2022
Q1 		$205K Buy
+9,794
New +$212K ﹤0.01% 1587

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's MUST Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2022, closing a stake of 11,044 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in MUST in Q1 2022 and held it in 2 quarters. The position peaked at $223K in Q2 2022. 45 funds tracked by Wall St. Rank hold MUST as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,044 Columbia Multi-Sector Municipal Income ETF shares in Q3 2022, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Columbia Multi-Sector Municipal Income ETF position peaked at $223K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.