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Colony Group’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Colony Group’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
2023
Q1 		– Sell
-34,066
Closed -$687K – 841
2022
Q4 		$687K Sell
34,066
-40,615
-54% -$806K 0.01% 567
2022
Q3 		$1.45M Sell
74,681
-5,220
-7% -$106K 0.03% 373
2022
Q2 		$1.61M Buy
+79,901
New +$1.62M 0.03% 356

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Colony Group's MUST Position: Q1 2023 in Review

Colony Group sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2023, closing a stake of 34,066 shares — an estimated $687K sold.

Colony Group first reported a position in MUST in Q2 2022 and held it in 3 quarters. The position peaked at $1.61M in Q2 2022. 53 funds tracked by Wall St. Rank hold MUST as of Q1 2023.

  • Colony Group reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • Colony Group sold 34,066 Columbia Multi-Sector Municipal Income ETF shares in Q1 2023, an estimated $687K.
  • Colony Group first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2022 and held it in 3 quarters.
  • Colony Group's Columbia Multi-Sector Municipal Income ETF position peaked at $1.61M in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2023.

Based on Colony Group's 13F filing for Q1 2023, filed 16 May 2023.