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Cornerstone Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Cornerstone Wealth 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
Q1 		$764K Sell
37,245
-5,947
-14% -$124K 0.04% 353
2025
Q4 		$890K Sell
43,192
-1,103
-2% -$22.7K 0.05% 309
2025
Q3 		$909K Buy
44,295
+1,245
+3% +$25.1K 0.05% 301
2025
Q2 		$866K Sell
43,050
-9,247
-18% -$185K 0.05% 292
2025
Q1 		$1.05M Buy
52,297
+5,622
+12% +$114K 0.07% 233
2024
Q4 		$948K Buy
46,675
+5,031
+12% +$104K 0.06% 241
2024
Q3 		$865K Buy
41,644
+767
+2% +$15.8K 0.06% 241
2024
Q2 		$833K Sell
40,877
-194
-0.5% -$3.97K 0.06% 233
2024
Q1 		$849K Sell
41,071
-382
-0.9% -$7.9K 0.07% 230
2023
Q4 		$865K Buy
+41,453
New +$827K 0.07% 219

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return