Clearview Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Clearview 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
2022 Q3	–	Sell	-1,800	Closed	-$36.7K	–	617
2022 Q2	$36K	Hold	1,800	–	–	0.03%	213
2022 Q1	$38K	Hold	1,800	–	–	0.03%	229
2021 Q4	$41K	Buy	+1,800	New	+$40.4K	0.03%	249

Other funds holding MUST

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

ACMA

Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Clearview Wealth Advisors's MUST Position: Q3 2022 in Review

Clearview Wealth Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2022, closing a stake of 1,800 shares — an estimated $36.7K sold.

Clearview Wealth Advisors first reported a position in MUST in Q4 2021 and held it in 3 quarters. The position peaked at $41K in Q4 2021. 45 funds tracked by Wall St. Rank hold MUST as of Q3 2022.

Clearview Wealth Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 1,800 Columbia Multi-Sector Municipal Income ETF shares in Q3 2022, an estimated $36.7K.
Clearview Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and held it in 3 quarters.
Clearview Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $41K in Q4 2021.
45 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2022.

Based on Clearview Wealth Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.