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Collaborative Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Collaborative Wealth Management’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
-11,134
Closed -$224K – 199
2025
Q2 		$224K Buy
11,134
+15
+0.1% +$300 0.1% 162
2025
Q1 		$224K Sell
11,119
-1,970
-15% -$40.1K 0.1% 154
2024
Q4 		$266K Hold
13,089
– – 0.12% 143
2024
Q3 		$272K Hold
13,089
– – 0.12% 135
2024
Q2 		$267K Sell
13,089
-97
-0.7% -$1.98K 0.13% 136
2024
Q1 		$272K Sell
13,186
-1,221
-8% -$25.3K 0.14% 132
2023
Q4 		$301K Sell
14,407
-1,699
-11% -$33.9K 0.16% 119
2023
Q3 		$314K Sell
16,106
-284
-2% -$5.74K 0.19% 116
2023
Q2 		$336K Sell
16,390
-959
-6% -$19.7K 0.2% 114
2023
Q1 		$358K Buy
17,349
+22
+0.1% +$452 0.23% 108
2022
Q4 		$349K Buy
17,327
+26
+0.2% +$516 0.23% 113
2022
Q3 		$337K Buy
+17,301
New +$352K 0.24% 109
2021
Q4 		$330K Buy
+14,663
New +$329K 0.18% 155

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Collaborative Wealth Management's MUST Position: Q3 2025 in Review

Collaborative Wealth Management sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2025, closing a stake of 11,134 shares — an estimated $224K sold.

Collaborative Wealth Management first reported a position in MUST in Q4 2021 and held it in 13 quarters. The position peaked at $358K in Q1 2023. 86 funds tracked by Wall St. Rank hold MUST as of Q3 2025.

  • Collaborative Wealth Management reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Collaborative Wealth Management sold 11,134 Columbia Multi-Sector Municipal Income ETF shares in Q3 2025, an estimated $224K.
  • Collaborative Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and held it in 13 quarters.
  • Collaborative Wealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $358K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2025.

Based on Collaborative Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.