CVFG LLC’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

CVFG LLC’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	$280K	Sell	13,451 -1,506	-10%	-$31K	0.03%	221
2026 Q1	$307K	Buy	14,957 +239	+2%	+$4.97K	0.04%	204
2025 Q4	$303K	Sell	14,718 -6,342	-30%	-$131K	0.21%	81
2025 Q3	$432K	Sell	21,060 -1,211	-5%	-$24.4K	0.31%	64
2025 Q2	$448K	Sell	22,271 -342	-2%	-$6.83K	0.36%	61
2025 Q1	$455K	Buy	22,613 +983	+5%	+$20K	0.41%	52
2024 Q4	$439K	Buy	+21,630	New	+$445K	0.4%	59

Other funds holding MUST

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

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

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

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

CVFG LLC's MUST Position: Q2 2026 in Review

CVFG LLC reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 10% in Q2 2026, selling an estimated $31K and leaving 13,451 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #221.

CVFG LLC first reported a position in MUST in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q1 2025. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

CVFG LLC held 13,451 shares of Columbia Multi-Sector Municipal Income ETF worth $280K as of Q2 2026.
CVFG LLC sold 1,506 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $31K.
Columbia Multi-Sector Municipal Income ETF made up 0.03% of CVFG LLC's portfolio in Q2 2026, its #221 holding.
CVFG LLC first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
CVFG LLC's Columbia Multi-Sector Municipal Income ETF position peaked at $455K in Q1 2025.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.