Focus Partners Wealth’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Focus Partners Wealth’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 Q2	$700K	Sell	33,672 -11,043	-25%	-$227K	﹤0.01%	1799
2026 Q1	$917K	Buy	44,715 +5,233	+13%	+$109K	﹤0.01%	1665
2025 Q4	$814K	Hold	39,482	–	–	﹤0.01%	1727
2025 Q3	$811K	Sell	39,482 -34,981	-47%	-$705K	﹤0.01%	1384
2025 Q2	$1.5M	Buy	74,463 +43,063	+137%	+$860K	﹤0.01%	987
2025 Q1	$632K	Sell	31,400 -28,639	-48%	-$582K	﹤0.01%	1236
2024 Q4	$1.22M	Buy	60,039 +28,639	+91%	+$589K	﹤0.01%	996
2024 Q3	$652K	Hold	31,400	–	–	﹤0.01%	1064
2024 Q2	$640K	Sell	31,400 -4,116	-12%	-$84.2K	﹤0.01%	896
2024 Q1	$734K	Hold	35,516	–	–	0.01%	655
2023 Q4	$741K	Buy	+35,516	New	+$708K	0.01%	504

Other funds holding MUST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Focus Partners Wealth's MUST Position: Q2 2026 in Review

Focus Partners Wealth reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 25% in Q2 2026, selling an estimated $227K and leaving 33,672 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Focus Partners Wealth first reported a position in MUST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2025. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Focus Partners Wealth held 33,672 shares of Columbia Multi-Sector Municipal Income ETF worth $700K as of Q2 2026.
Focus Partners Wealth sold 11,043 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $227K.
Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1799 holding.
Focus Partners Wealth first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Columbia Multi-Sector Municipal Income ETF position peaked at $1.5M in Q2 2025.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.