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GeoWealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

GeoWealth Management’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 		$539K Sell
25,909
-56,337
-68% -$1.16M 0.02% 482
2026
Q1 		$1.69M Buy
+82,246
New +$1.71M 0.06% 183
2025
Q3 		– Sell
-80,031
Closed -$1.61M – 1053
2025
Q2 		$1.61M Buy
+80,031
New +$1.6M 0.06% 177

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Wells Fargo
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
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

GeoWealth Management's MUST Position: Q2 2026 in Review

GeoWealth Management reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 68% in Q2 2026, selling an estimated $1.16M and leaving 25,909 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #482.

GeoWealth Management first reported a position in MUST in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • GeoWealth Management held 25,909 shares of Columbia Multi-Sector Municipal Income ETF worth $539K as of Q2 2026.
  • GeoWealth Management sold 56,337 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $1.16M.
  • Columbia Multi-Sector Municipal Income ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #482 holding.
  • GeoWealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
  • GeoWealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $1.69M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.