Dakota Wealth Management’s American Century Multisector Income ETF MUSI Stock Holding History

Dakota Wealth Management’s Portfolio MUSI Stock Details MUSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,088	Closed	-$225K	–	815
2025 Q4	$225K	Sell	5,088 -1,539	-23%	-$68.1K	﹤0.01%	716
2025 Q3	$294K	Sell	6,627 -152,849	-96%	-$6.74M	0.01%	563
2025 Q2	$7.03M	Sell	159,476 -19,494	-11%	-$845K	0.15%	124
2025 Q1	$7.83M	Sell	178,970 -33,995	-16%	-$1.48M	0.18%	107
2024 Q4	$9.2M	Sell	212,965 -35,654	-14%	-$1.56M	0.21%	101
2024 Q3	$11.1M	Sell	248,619 -67,017	-21%	-$2.95M	0.25%	89
2024 Q2	$13.6M	Sell	315,636 -31,759	-9%	-$1.36M	0.32%	68
2024 Q1	$15.1M	Buy	+347,395	New	+$15.1M	0.37%	56

Other funds holding MUSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $316M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Dakota Wealth Management's MUSI Position: Q1 2026 in Review

Dakota Wealth Management sold out of American Century Multisector Income ETF (MUSI) in Q1 2026, closing a stake of 5,088 shares — an estimated $225K sold.

Dakota Wealth Management first reported a position in MUSI in Q1 2024 and held it in 8 quarters. The position peaked at $15.1M in Q1 2024. 31 funds tracked by Wall St. Rank hold MUSI as of Q1 2026.

Dakota Wealth Management reported no remaining American Century Multisector Income ETF position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 5,088 American Century Multisector Income ETF shares in Q1 2026, an estimated $225K.
Dakota Wealth Management first reported a position in American Century Multisector Income ETF in Q1 2024 and held it in 8 quarters.
Dakota Wealth Management's American Century Multisector Income ETF position peaked at $15.1M in Q1 2024.
31 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.