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

Foundations Investment 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 Q2	$2.24M	Buy	107,507 +8,121	+8%	+$167K	0.02%	380
2026 Q1	$2.04M	Buy	99,386 +16,894	+20%	+$351K	0.03%	373
2025 Q4	$1.7M	Buy	82,492 +36,668	+80%	+$756K	0.02%	385
2025 Q3	$941K	Buy	45,824 +6,880	+18%	+$139K	0.01%	486
2025 Q2	$784K	Buy	38,944 +12,401	+47%	+$248K	0.01%	488
2025 Q1	$534K	Buy	26,543 +3,525	+15%	+$71.7K	0.01%	563
2024 Q4	$467K	Sell	23,018 -62	-0.3%	-$1.28K	0.01%	551
2024 Q3	$480K	Buy	23,080 +2,647	+13%	+$54.6K	0.01%	527
2024 Q2	$416K	Buy	20,433 +2,977	+17%	+$60.9K	0.01%	535
2024 Q1	$361K	Buy	+17,456	New	+$361K	0.01%	536

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

Foundations Investment Advisors's MUST Position: Q2 2026 in Review

Foundations Investment Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 8.2% in Q2 2026, buying an estimated $167K and bringing the position to 107,507 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #380.

Foundations Investment Advisors first reported a position in MUST in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Foundations Investment Advisors held 107,507 shares of Columbia Multi-Sector Municipal Income ETF worth $2.24M as of Q2 2026.
Foundations Investment Advisors bought 8,121 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $167K.
Columbia Multi-Sector Municipal Income ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #380 holding.
Foundations Investment Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.