CLA (CliftonLarsonAllen) Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2025 Q3	–	Sell	-109,039	Closed	-$2.19M	–	208
2025 Q2	$2.19M	Hold	109,039	–	–	0.04%	121
2025 Q1	$2.2M	Hold	109,039	–	–	0.04%	116
2024 Q4	$2.21M	Hold	109,039	–	–	0.04%	109
2024 Q3	$2.27M	Hold	109,039	–	–	0.05%	109
2024 Q2	$2.22M	Hold	109,039	–	–	0.05%	102
2024 Q1	$2.25M	Hold	109,039	–	–	0.05%	97
2023 Q4	$2.28M	Hold	109,039	–	–	0.06%	96
2023 Q3	$2.13M	Hold	109,039	–	–	0.06%	92
2023 Q2	$2.24M	Hold	109,039	–	–	0.06%	94
2023 Q1	$2.25M	Sell	109,039 -244,926	-69%	-$5.03M	0.07%	94
2022 Q4	$7.14M	Buy	353,965 +300,914	+567%	+$5.97M	0.27%	53
2022 Q3	$1.03M	Sell	53,051 -57,313	-52%	-$1.17M	0.13%	56
2022 Q2	$2.23M	Sell	110,364 -56,248	-34%	-$1.14M	0.09%	93
2022 Q1	$3.49M	Buy	+166,612	New	+$3.61M	0.12%	74

Other funds holding MUST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MUST Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2025, closing a stake of 109,039 shares — an estimated $2.19M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MUST in Q1 2022 and held it in 14 quarters. The position peaked at $7.14M in Q4 2022. 86 funds tracked by Wall St. Rank hold MUST as of Q3 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 109,039 Columbia Multi-Sector Municipal Income ETF shares in Q3 2025, an estimated $2.19M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2022 and held it in 14 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $7.14M in Q4 2022.
86 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.