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EverSource Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

EverSource Wealth 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
2026
Q1 		$35.2K Sell
1,715
-7,673
-82% -$160K ﹤0.01% 2148
2025
Q4 		$193K Buy
9,388
+729
+8% +$15K 0.01% 960
2025
Q3 		$178K Buy
8,659
+5,243
+153% +$106K 0.01% 972
2025
Q2 		$68.7K Buy
3,416
+525
+18% +$10.5K ﹤0.01% 1416
2025
Q1 		$58.2K Buy
2,891
+2,788
+2,707% +$56.7K ﹤0.01% 1170
2024
Q4 		$2.1K Hold
103
– – ﹤0.01% 2696
2024
Q3 		$2.15K Hold
103
– – ﹤0.01% 2524
2024
Q2 		$2.13K Hold
103
– – ﹤0.01% 2533
2024
Q1 		$2.11K Buy
+103
New +$2.13K ﹤0.01% 2367

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