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

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

Genesis Private Wealth's MUST Position: Q2 2026 in Review

Genesis Private Wealth increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 9.2% in Q2 2026, buying an estimated $244K and bringing the position to 141,222 shares worth $2.94M. The position accounts for 0.83% of the portfolio, ranked #35.

Genesis Private Wealth 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.

Genesis Private Wealth held 141,222 shares of Columbia Multi-Sector Municipal Income ETF worth $2.94M as of Q2 2026.
Genesis Private Wealth bought 11,862 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $244K.
Columbia Multi-Sector Municipal Income ETF made up 0.83% of Genesis Private Wealth's portfolio in Q2 2026, its #35 holding.
Genesis Private Wealth 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 Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.