Core Wealth Advisors (Florida)’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-60,999	Closed	-$1.26M	–	171
2024 Q1	$1.26M	Sell	60,999 -24,752	-29%	-$512K	0.43%	24
2023 Q4	$1.79M	Buy	85,751 +6,708	+8%	+$134K	0.66%	21
2023 Q3	$1.54M	Buy	79,043 +6,244	+9%	+$126K	0.63%	21
2023 Q2	$1.49M	Buy	72,799 +12,147	+20%	+$249K	0.6%	20
2023 Q1	$1.25M	Buy	60,652 +16,547	+38%	+$340K	0.5%	23
2022 Q4	$889K	Buy	44,105 +2,352	+6%	+$46.7K	0.39%	27
2022 Q3	$813K	Buy	41,753 +1,845	+5%	+$37.6K	0.47%	25
2022 Q2	$805K	Buy	39,908 +37,473	+1,539%	+$761K	0.5%	25
2022 Q1	$51K	Buy	+2,435	New	+$52.8K	0.03%	76

Other funds holding MUST

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

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

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MUST Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2024, closing a stake of 60,999 shares — an estimated $1.26M sold.

Core Wealth Advisors (Florida) first reported a position in MUST in Q1 2022 and held it in 9 quarters. The position peaked at $1.79M in Q4 2023. 70 funds tracked by Wall St. Rank hold MUST as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 60,999 Columbia Multi-Sector Municipal Income ETF shares in Q2 2024, an estimated $1.26M.
Core Wealth Advisors (Florida) first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2022 and held it in 9 quarters.
Core Wealth Advisors (Florida)'s Columbia Multi-Sector Municipal Income ETF position peaked at $1.79M in Q4 2023.
70 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.