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 Q2	$3.31M	Buy	158,981 +14,908	+10%	+$307K	1.4%	18
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 $1.89T 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

CIA

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

Frederick Financial Consultants's MUST Position: Q2 2026 in Review

Frederick Financial Consultants increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 10% in Q2 2026, buying an estimated $307K and bringing the position to 158,981 shares worth $3.31M. The position accounts for 1.4% of the portfolio, ranked #18.

Frederick Financial Consultants first reported a position in MUST in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Frederick Financial Consultants held 158,981 shares of Columbia Multi-Sector Municipal Income ETF worth $3.31M as of Q2 2026.
Frederick Financial Consultants bought 14,908 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $307K.
Columbia Multi-Sector Municipal Income ETF made up 1.4% of Frederick Financial Consultants's portfolio in Q2 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 7 quarters since.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.