Frederick Financial Consultants’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Frederick Financial Consultants’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	$2.95M	Buy	144,073 +6,590	+5%	+$137K	1.47%	18
2025 Q4	$2.83M	Buy	137,483 +1,012	+0.7%	+$20.9K	1.55%	16
2025 Q3	$2.8M	Buy	136,471 +8,565	+7%	+$173K	1.57%	16
2025 Q2	$2.57M	Buy	127,906 +1,897	+2%	+$37.9K	1.6%	17
2025 Q1	$2.54M	Buy	126,009 +610	+0.5%	+$12.4K	1.83%	16
2024 Q4	$2.55M	Buy	+125,399	New	+$2.58M	2.03%	14

Other funds holding MUST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frederick Financial Consultants's MUST Position: Q1 2026 in Review

Frederick Financial Consultants increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 4.8% in Q1 2026, buying an estimated $137K and bringing the position to 144,073 shares worth $2.95M. The position accounts for 1.47% of the portfolio, ranked #18.

Frederick Financial Consultants first reported a position in MUST in Q4 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold MUST as of Q1 2026.

Frederick Financial Consultants held 144,073 shares of Columbia Multi-Sector Municipal Income ETF worth $2.95M as of Q1 2026.
Frederick Financial Consultants bought 6,590 Columbia Multi-Sector Municipal Income ETF shares in Q1 2026, an estimated $137K.
Columbia Multi-Sector Municipal Income ETF made up 1.47% of Frederick Financial Consultants's portfolio in Q1 2026, its #18 holding.
Frederick Financial Consultants first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.