Focus Partners Wealth
MUST icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return