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Baker Avenue Asset Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Baker Avenue Asset Management’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
Q1 		$3.24M Buy
157,784
+5,827
+4% +$121K 0.07% 180
2025
Q4 		$3.13M Buy
151,957
+16,038
+12% +$331K 0.07% 171
2025
Q3 		$2.79M Buy
135,919
+2,674
+2% +$53.9K 0.07% 180
2025
Q2 		$2.68M Sell
133,245
-7,181
-5% -$143K 0.08% 172
2025
Q1 		$2.83M Buy
140,426
+17,424
+14% +$354K 0.09% 166
2024
Q4 		$2.5M Buy
123,002
+5,328
+5% +$110K 0.08% 174
2024
Q3 		$2.45M Buy
117,674
+39,384
+50% +$812K 0.08% 170
2024
Q2 		$1.59M Sell
78,290
-878
-1% -$18K 0.05% 189
2024
Q1 		$1.64M Sell
79,168
-15,874
-17% -$328K 0.06% 185
2023
Q4 		$1.98M Sell
95,042
-19,043
-17% -$380K 0.09% 163
2023
Q3 		$2.22M Buy
114,085
+56,076
+97% +$1.13M 0.11% 139
2023
Q2 		$1.19M Buy
58,009
+7,728
+15% +$159K 0.06% 172
2023
Q1 		$1.04M Buy
+50,281
New +$1.03M 0.06% 174

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Bank of America
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HP
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return