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

Financial Synergies 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
2022
Q4 		– Sell
-698
Closed -$13.6K – 489
2022
Q3 		$13.6K Buy
698
+3
+0.4% +$61 ﹤0.01% 142
2022
Q2 		$14K Buy
+695
New +$14.1K ﹤0.01% 150

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's MUST Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2022, closing a stake of 698 shares — an estimated $13.6K sold.

Financial Synergies Wealth Advisors first reported a position in MUST in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 53 funds tracked by Wall St. Rank hold MUST as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 698 Columbia Multi-Sector Municipal Income ETF shares in Q4 2022, an estimated $13.6K.
  • Financial Synergies Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $14K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.