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Concurrent Investment Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Concurrent Investment 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
2026
Q2 		$8.53M Buy
410,031
+395,450
+2,712% +$8.13M 0.07% 300
2026
Q1 		$299K Sell
14,581
-584
-4% -$12.1K ﹤0.01% 1506
2025
Q4 		$313K Buy
15,165
+1,520
+11% +$31.3K ﹤0.01% 1374
2025
Q3 		$280K Buy
13,645
+1,680
+14% +$33.9K ﹤0.01% 1182
2025
Q2 		$241K Buy
+11,965
New +$239K ﹤0.01% 1173

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's MUST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 2,712% in Q2 2026, buying an estimated $8.13M and bringing the position to 410,031 shares worth $8.53M. The position accounts for 0.07% of the portfolio, ranked #300.

Concurrent Investment Advisors first reported a position in MUST in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • Concurrent Investment Advisors held 410,031 shares of Columbia Multi-Sector Municipal Income ETF worth $8.53M as of Q2 2026.
  • Concurrent Investment Advisors bought 395,450 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $8.13M.
  • Columbia Multi-Sector Municipal Income ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #300 holding.
  • Concurrent Investment Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.