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

CAPTRUST Financial 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 		$3.18M Buy
152,918
+9,976
+7% +$205K ﹤0.01% 1044
2026
Q1 		$2.93M Buy
142,942
+2,919
+2% +$60.7K 0.01% 1016
2025
Q4 		$2.89M Buy
140,023
+13,223
+10% +$273K 0.01% 909
2025
Q3 		$2.6M Sell
126,800
-2,217
-2% -$44.7K 0.01% 899
2025
Q2 		$2.6M Sell
129,017
-3,498
-3% -$69.9K 0.01% 865
2025
Q1 		$2.67M Buy
132,515
+8,739
+7% +$178K 0.01% 790
2024
Q4 		$2.51M Buy
123,776
+161
+0.1% +$3.31K 0.01% 786
2024
Q3 		$2.57M Buy
123,615
+8,450
+7% +$174K 0.01% 760
2024
Q2 		$2.35M Buy
115,165
+13,840
+14% +$283K 0.01% 751
2024
Q1 		$2.09M Buy
101,325
+4,777
+5% +$98.8K 0.01% 782
2023
Q4 		$2.01M Buy
96,548
+5,258
+6% +$105K 0.01% 903
2023
Q3 		$1.78M Buy
91,290
+10,810
+13% +$218K 0.01% 908
2023
Q2 		$1.65M Buy
+80,480
New +$1.65M 0.01% 912

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Wells Fargo
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
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

CAPTRUST Financial Advisors's MUST Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 7% in Q2 2026, buying an estimated $205K and bringing the position to 152,918 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

CAPTRUST Financial Advisors first reported a position in MUST in Q2 2023 and has held it in 13 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • CAPTRUST Financial Advisors held 152,918 shares of Columbia Multi-Sector Municipal Income ETF worth $3.18M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 9,976 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $205K.
  • Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1044 holding.
  • CAPTRUST Financial Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.