Compass Financial Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Compass Financial 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
2026 Q2	$17.8K	Buy	+875	New	+$18K	﹤0.01%	922

Other funds holding MUST

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

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

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

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

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

Compass Financial Management's MUST Position: Q2 2026 in Review

Compass Financial Management opened a new position in Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2026: 875 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

81 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Compass Financial Management held 875 shares of Columbia Multi-Sector Municipal Income ETF worth $17.8K as of Q2 2026.
Columbia Multi-Sector Municipal Income ETF was a new Compass Financial Management position in Q2 2026.
Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #922 holding.
81 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.