Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q2 		– Sell
-32,220
Closed -$666K – 4806
2024
Q1 		$666K Sell
32,220
-2,160
-6% -$44.7K ﹤0.01% 1020
2023
Q4 		$718K Sell
34,380
-7,121
-17% -$142K ﹤0.01% 934
2023
Q3 		$809K Sell
41,501
-489
-1% -$9.88K 0.01% 824
2023
Q2 		$861K Sell
41,990
-434
-1% -$8.9K 0.01% 769
2023
Q1 		$875K Hold
42,424
– – 0.01% 696
2022
Q4 		$855K Buy
42,424
+1,042
+3% +$20.7K 0.01% 660
2022
Q3 		$806K Buy
41,382
+19,665
+91% +$401K 0.01% 608
2022
Q2 		$438K Buy
21,717
+10,615
+96% +$216K ﹤0.01% 775
2022
Q1 		$233K Sell
11,102
-8,781
-44% -$190K ﹤0.01% 978
2021
Q4 		$447K Buy
+19,883
New +$446K ﹤0.01% 760
2021
Q2 		$149K Hold
6,584
– – ﹤0.01% 998
2021
Q1 		$149K Hold
6,584
– – ﹤0.01% 998
2020
Q4 		$149K Hold
6,584
– – ﹤0.01% 998
2020
Q3 		$149K Hold
6,584
– – ﹤0.01% 998
2020
Q2 		$149K Hold
6,584
– – ﹤0.01% 998
2020
Q1 		$149K Hold
6,584
– – ﹤0.01% 998
2019
Q4 		$149K Hold
6,584
– – ﹤0.01% 998
2019
Q3 		$149K Hold
6,584
– – ﹤0.01% 998
2019
Q2 		$149K Hold
6,584
– – ﹤0.01% 998
2019
Q1 		$149K Buy
+6,584
New +$136K ﹤0.01% 998

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MUST Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2024, closing a stake of 32,220 shares — an estimated $666K sold.

Carson Wealth (CWM LLC) first reported a position in MUST in Q1 2019 and held it in 20 quarters. The position peaked at $875K in Q1 2023. 70 funds tracked by Wall St. Rank hold MUST as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32,220 Columbia Multi-Sector Municipal Income ETF shares in Q2 2024, an estimated $666K.
  • Carson Wealth (CWM LLC) first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2019 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s Columbia Multi-Sector Municipal Income ETF position peaked at $875K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.