FA
MUST icon

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

Fermata 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
Q2 		– Sell
-9,780
Closed -$202K – 96
2023
Q1 		$202K Buy
+9,780
New +$201K 0.12% 99

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fermata Advisors's MUST Position: Q2 2023 in Review

Fermata Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2023, closing a stake of 9,780 shares — an estimated $202K sold.

Fermata Advisors first reported a position in MUST in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 54 funds tracked by Wall St. Rank hold MUST as of Q2 2023.

  • Fermata Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
  • Fermata Advisors sold 9,780 Columbia Multi-Sector Municipal Income ETF shares in Q2 2023, an estimated $202K.
  • Fermata Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2023 and held it in 1 quarter.
  • Fermata Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $202K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2023.

Based on Fermata Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.