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COMPASS FINANCIAL MANAGEMENT LLC’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$17.8K Buy
+875
New +$18K ﹤0.01% 922

Other funds holding MUST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MUST Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2026: 875 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

64 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 875 shares of Columbia Multi-Sector Municipal Income ETF worth $17.8K as of Q2 2026.
  • Columbia Multi-Sector Municipal Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #922 holding.
  • 64 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.