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GenWealth Group’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

GenWealth Group’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
2025
Q2 		– Sell
-28,639
Closed -$577K – 76
2025
Q1 		$577K Buy
+28,639
New +$582K 0.13% 45

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $263M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenWealth Group's MUST Position: Q2 2025 in Review

GenWealth Group sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2025, closing a stake of 28,639 shares — an estimated $577K sold.

GenWealth Group first reported a position in MUST in Q1 2025 and held it in 1 quarter. The position peaked at $577K in Q1 2025. 83 funds tracked by Wall St. Rank hold MUST as of Q2 2025.

  • GenWealth Group reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • GenWealth Group sold 28,639 Columbia Multi-Sector Municipal Income ETF shares in Q2 2025, an estimated $577K.
  • GenWealth Group first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • GenWealth Group's Columbia Multi-Sector Municipal Income ETF position peaked at $577K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2025.

Based on GenWealth Group's 13F filing for Q2 2025, filed 16 Jul 2025.