CIA
MUST icon

Compass Ion Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Compass Ion 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
Q2 		– Sell
-13,175
Closed -$276K – 91
2022
Q1 		$276K Buy
13,175
+5
+0% +$108 0.09% 67
2021
Q4 		$296K Buy
+13,170
New +$295K 0.1% 74

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Compass Ion Advisors's MUST Position: Q2 2022 in Review

Compass Ion Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2022, closing a stake of 13,175 shares — an estimated $276K sold.

Compass Ion Advisors first reported a position in MUST in Q4 2021 and held it in 2 quarters. The position peaked at $296K in Q4 2021. 42 funds tracked by Wall St. Rank hold MUST as of Q2 2022.

  • Compass Ion Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Compass Ion Advisors sold 13,175 Columbia Multi-Sector Municipal Income ETF shares in Q2 2022, an estimated $276K.
  • Compass Ion Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and held it in 2 quarters.
  • Compass Ion Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $296K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2022.

Based on Compass Ion Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.