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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return