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DHJJ Financial Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

DHJJ Financial Advisors’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
2023
Q4 		– Sell
-90
Closed -$1.75K – 815
2023
Q3 		$1.75K Buy
+90
New +$1.82K ﹤0.01% 551

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DHJJ Financial Advisors's MUST Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2023, closing a stake of 90 shares — an estimated $1.75K sold.

DHJJ Financial Advisors first reported a position in MUST in Q3 2023 and held it in 1 quarter. The position peaked at $1.75K in Q3 2023. 66 funds tracked by Wall St. Rank hold MUST as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 90 Columbia Multi-Sector Municipal Income ETF shares in Q4 2023, an estimated $1.75K.
  • DHJJ Financial Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $1.75K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.