CWM
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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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return