CAPTRUST Financial Advisors
MUST icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
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