GPW
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Genesis Private Wealth’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Genesis Private 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
Q2 		$2.94M Buy
141,222
+11,862
+9% +$244K 0.83% 35
2026
Q1 		$2.65M Buy
129,360
+2,867
+2% +$59.6K 0.84% 34
2025
Q4 		$2.61M Buy
126,493
+7,517
+6% +$155K 0.81% 36
2025
Q3 		$2.44M Buy
118,976
+10,909
+10% +$220K 1.03% 29
2025
Q2 		$2.17M Buy
108,067
+5,592
+5% +$112K 1.02% 30
2025
Q1 		$2.06M Buy
102,475
+5,908
+6% +$120K 1.09% 28
2024
Q4 		$1.96M Buy
+96,567
New +$1.99M 1.08% 28

Other funds holding MUST

GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return