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 Q3	$695K	Sell	36,332 -936	-3%	-$18.8K	0.03%	412
2026 Q2	$775K	Buy	37,268 +23	+0.1%	+$473	0.03%	390
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cornerstone Wealth Management's MUST Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 2.5% in Q3 2026, selling an estimated $18.8K and leaving 36,332 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #412.

Cornerstone Wealth Management first reported a position in MUST in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2025. 46 funds tracked by Wall St. Rank hold MUST as of Q3 2026.

Cornerstone Wealth Management held 36,332 shares of Columbia Multi-Sector Municipal Income ETF worth $695K as of Q3 2026.
Cornerstone Wealth Management sold 936 Columbia Multi-Sector Municipal Income ETF shares in Q3 2026, an estimated $18.8K.
Columbia Multi-Sector Municipal Income ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #412 holding.
Cornerstone Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
Cornerstone Wealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $1.05M in Q1 2025.
46 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.